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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 | $29,319 | $64,920-54.8% | $103,693-71.7% | $86,983-66.3% |
| Participation rate | 43.5% | 63.6%-20.1pp | 72.6%-29.2pp | 69.5%-26.1pp |
| Annual return | 21.14% | 30.29%-9.2pp | 47.61%-26.5pp | 25.83%-4.7pp |
| Employer contribution / active EE | $1,556 | $2,141-27.3% | $2,920-46.7% | $2,584-39.8% |
| Participant deferral / active EE | $2,657 | $3,241-18.0% | $4,579-42.0% | $4,194-36.7% |
| Admin fee / account holder | $355 | $6,191-94.3% | $7,858-95.5% | $7,856-95.5% |