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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 | $27,251 | $81,276-66.5% | $155,574-82.5% | $80,925-66.3% |
| Participation rate | 57.6% | 66.2%-8.6pp | 78.2%-20.6pp | 67.7%-10.0pp |
| Annual return | 11.98% | 33.36%-21.4pp | 64.87%-52.9pp | 35.65%-23.7pp |
| Employer contribution / active EE | $1,483 | $3,103-52.2% | $4,676-68.3% | $2,756-46.2% |
| Participant deferral / active EE | $2,593 | $3,453-24.9% | $5,629-53.9% | $4,299-39.7% |
| Admin fee / account holder | $5,219 | $7,993-34.7% | $15,914-67.2% | $6,940-24.8% |