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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 | $28,114 | $73,978-62.0% | $96,515-70.9% | $75,173-62.6% |
| Participation rate | 31.3% | 66.4%-35.2pp | 74.3%-43.1pp | 67.2%-36.0pp |
| Annual return | 19.38% | 26.72%-7.3pp | 35.73%-16.4pp | 160.72%-141.3pp |
| Employer contribution / active EE | $1,314 | $2,931-55.2% | $3,740-64.9% | $2,671-50.8% |
| Participant deferral / active EE | $2,296 | $3,660-37.3% | $4,880-52.9% | $4,126-44.3% |
| Admin fee / account holder | $1,797 | $5,219-65.6% | $6,735-73.3% | $5,651-68.2% |