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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 | $13,313 | $57,119-76.7% | $85,187-84.4% | $80,935-83.6% |
| Participation rate | 51.2% | 56.4%-5.2pp | 67.5%-16.3pp | 67.7%-16.4pp |
| Annual return | 19.99% | 21.70%-1.7pp | 66.67%-46.7pp | 35.66%-15.7pp |
| Employer contribution / active EE | $1,079 | $1,802-40.1% | $2,732-60.5% | $2,757-60.9% |
| Participant deferral / active EE | $2,651 | $3,115-14.9% | $4,525-41.4% | $4,299-38.3% |
| Admin fee / account holder | $1,486 | $4,990-70.2% | $6,162-75.9% | $6,924-78.5% |