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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 | $22,122 | $81,276-72.8% | $155,574-85.8% | $80,925-72.7% |
| Participation rate | 42.9% | 66.2%-23.4pp | 78.2%-35.4pp | 67.7%-24.8pp |
| Annual return | 13.05% | 33.36%-20.3pp | 64.87%-51.8pp | 35.65%-22.6pp |
| Employer contribution / active EE | $1,320 | $3,103-57.5% | $4,676-71.8% | $2,756-52.1% |
| Participant deferral / active EE | $2,933 | $3,453-15.0% | $5,629-47.9% | $4,299-31.8% |
| Admin fee / account holder | $3,768 | $7,993-52.9% | $15,914-76.3% | $6,940-45.7% |