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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 | $28,860 | $69,590-58.5% | $136,867-78.9% | $94,015-69.3% |
| Participation rate | 48.8% | 66.3%-17.5pp | 74.5%-25.8pp | 70.8%-22.0pp |
| Annual return | 16.90% | 19.62%-2.7pp | 42.97%-26.1pp | 17.84%-0.9pp |
| Employer contribution / active EE | $1,275 | $2,396-46.8% | $3,547-64.0% | $2,790-54.3% |
| Participant deferral / active EE | $1,363 | $3,437-60.4% | $4,924-72.3% | $4,249-67.9% |
| Admin fee / account holder | $4,023 | $8,912-54.9% | $10,340-61.1% | $8,951-55.1% |