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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 | $57,073-76.7% | $85,126-84.4% | $80,925-83.5% |
| Participation rate | 51.2% | 56.4%-5.1pp | 67.5%-16.3pp | 67.7%-16.4pp |
| Annual return | 19.99% | 21.69%-1.7pp | 66.63%-46.6pp | 35.65%-15.7pp |
| Employer contribution / active EE | $1,079 | $1,801-40.1% | $2,731-60.5% | $2,756-60.8% |
| Participant deferral / active EE | $2,651 | $3,113-14.8% | $4,523-41.4% | $4,299-38.3% |
| Admin fee / account holder | $1,486 | $4,988-70.2% | $6,160-75.9% | $6,940-78.6% |