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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,270 | $73,787-65.8% | $98,716-74.4% | $82,448-69.3% |
| Participation rate | 25.9% | 61.4%-35.5pp | 69.3%-43.4pp | 68.1%-42.1pp |
| Annual return | 18.33% | 18.57%-0.2pp | 31.81%-13.5pp | 41.64%-23.3pp |
| Employer contribution / active EE | $1,036 | $1,511-31.5% | $2,279-54.5% | $2,551-59.4% |
| Participant deferral / active EE | $1,979 | $3,081-35.8% | $4,048-51.1% | $4,139-52.2% |
| Admin fee / account holder | $3,061 | $6,500-52.9% | $8,703-64.8% | $7,234-57.7% |