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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 | $26,350 | $74,535-64.6% | $100,712-73.8% | $82,637-68.1% |
| Participation rate | 34.6% | 61.2%-26.6pp | 69.3%-34.7pp | 68.1%-33.4pp |
| Annual return | 16.82% | 18.92%-2.1pp | 33.27%-16.5pp | 53.51%-36.7pp |
| Employer contribution / active EE | $1,053 | $1,503-29.9% | $2,313-54.5% | $2,552-58.7% |
| Participant deferral / active EE | $2,108 | $3,074-31.4% | $4,085-48.4% | $4,126-48.9% |
| Admin fee / account holder | $5,115 | $6,576-22.2% | $9,256-44.7% | $7,339-30.3% |