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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 | $14,496 | $75,541-80.8% | $152,093-90.5% | $82,637-82.5% |
| Participation rate | 40.0% | 66.5%-26.5pp | 77.8%-37.8pp | 68.1%-28.1pp |
| Annual return | 16.67% | 32.56%-15.9pp | 66.36%-49.7pp | 53.51%-36.8pp |
| Employer contribution / active EE | $1,312 | $2,622-50.0% | $4,175-68.6% | $2,552-48.6% |
| Participant deferral / active EE | $2,365 | $3,206-26.2% | $5,451-56.6% | $4,126-42.7% |
| Admin fee / account holder | $2,531 | $6,405-60.5% | $14,497-82.5% | $7,339-65.5% |