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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 | $28,780 | $66,402-56.7% | $109,907-73.8% | $85,847-66.5% |
| Participation rate | 40.6% | 63.9%-23.2pp | 74.2%-33.6pp | 69.3%-28.7pp |
| Annual return | 17.35% | 19.59%-2.2pp | 29.46%-12.1pp | 318.61%-301.3pp |
| Employer contribution / active EE | $1,158 | $1,687-31.3% | $2,844-59.3% | $2,565-54.8% |
| Participant deferral / active EE | $2,196 | $2,842-22.7% | $4,047-45.7% | $3,952-44.4% |
| Admin fee / account holder | $338 | $4,557-92.6% | $6,069-94.4% | $6,261-94.6% |