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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 | $23,310 | $71,215-67.3% | $93,696-75.1% | $80,935-71.2% |
| Participation rate | 48.1% | 60.4%-12.3pp | 68.7%-20.6pp | 67.7%-19.5pp |
| Annual return | 15.12% | 11.27%+3.8pp | 133.74%-118.6pp | 35.66%-20.5pp |
| Employer contribution / active EE | $1,185 | $1,565-24.3% | $2,422-51.1% | $2,757-57.0% |
| Participant deferral / active EE | $1,740 | $4,037-56.9% | $4,417-60.6% | $4,299-59.5% |
| Admin fee / account holder | $1,459 | $6,958-79.0% | $8,287-82.4% | $6,924-78.9% |