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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 | $27,400 | $59,440-53.9% | $78,004-64.9% | $82,637-66.8% |
| Participation rate | 30.5% | 62.8%-32.3pp | 69.4%-38.9pp | 68.1%-37.5pp |
| Annual return | 16.26% | 40.24%-24.0pp | 31.07%-14.8pp | 53.51%-37.2pp |
| Employer contribution / active EE | $1,253 | $1,750-28.4% | $2,469-49.3% | $2,552-50.9% |
| Participant deferral / active EE | $2,616 | $3,138-16.6% | $4,092-36.1% | $4,126-36.6% |
| Admin fee / account holder | $6,465 | $5,504+17.5% | $7,578-14.7% | $7,339-11.9% |