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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 | $27,677 | $81,331-66.0% | $155,534-82.2% | $80,935-65.8% |
| Participation rate | 48.5% | 66.3%-17.8pp | 78.2%-29.7pp | 67.7%-19.2pp |
| Annual return | 11.77% | 33.37%-21.6pp | 64.92%-53.1pp | 35.66%-23.9pp |
| Employer contribution / active EE | $1,205 | $3,105-61.2% | $4,675-74.2% | $2,757-56.3% |
| Participant deferral / active EE | $2,792 | $3,454-19.2% | $5,630-50.4% | $4,299-35.1% |
| Admin fee / account holder | $334 | $7,999-95.8% | $15,900-97.9% | $6,924-95.2% |