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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 | $41,752 | $81,358-48.7% | $155,556-73.2% | $80,959-48.4% |
| Participation rate | 25.9% | 66.3%-40.3pp | 78.2%-52.3pp | 67.7%-41.7pp |
| Annual return | 12.63% | 33.39%-20.8pp | 64.84%-52.2pp | 35.67%-23.0pp |
| Employer contribution / active EE | $1,343 | $3,106-56.8% | $4,675-71.3% | $2,757-51.3% |
| Participant deferral / active EE | $2,511 | $3,455-27.3% | $5,631-55.4% | $4,300-41.6% |
| Admin fee / account holder | $3,913 | $7,994-51.1% | $15,885-75.4% | $6,925-43.5% |