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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 | $26,022 | $57,073-54.4% | $85,126-69.4% | $80,925-67.8% |
| Participation rate | 34.3% | 56.4%-22.1pp | 67.5%-33.2pp | 67.7%-33.4pp |
| Annual return | 14.75% | 21.69%-6.9pp | 66.63%-51.9pp | 35.65%-20.9pp |
| Employer contribution / active EE | $969 | $1,801-46.2% | $2,731-64.5% | $2,756-64.8% |
| Participant deferral / active EE | $3,054 | $3,113-1.9% | $4,523-32.5% | $4,299-29.0% |
| Admin fee / account holder | $2,322 | $4,988-53.5% | $6,160-62.3% | $6,940-66.5% |