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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 | $28,080 | $111,814-74.9% | $103,378-72.8% | $145,978-80.8% |
| Participation rate | 47.1% | 77.9%-30.9pp | 74.5%-27.5pp | 80.3%-33.2pp |
| Annual return | 13.04% | 24.80%-11.8pp | 24.91%-11.9pp | 550.52%-537.5pp |
| Employer contribution / active EE | $1,469 | $4,215-65.2% | $3,870-62.0% | $4,662-68.5% |
| Participant deferral / active EE | $2,667 | $5,618-52.5% | $5,058-47.3% | $6,690-60.1% |
| Admin fee / account holder | $3,367 | $9,764-65.5% | $8,401-59.9% | $13,400-74.9% |