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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 | $26,149 | $49,255-46.9% | $70,494-62.9% | $79,856-67.3% |
| Participation rate | 35.9% | 69.2%-33.3pp | 75.1%-39.2pp | 69.6%-33.7pp |
| Annual return | 21.91% | 30.10%-8.2pp | 109.16%-87.2pp | 31.71%-9.8pp |
| Employer contribution / active EE | $1,003 | $2,100-52.2% | $2,738-63.4% | $2,471-59.4% |
| Participant deferral / active EE | $3,123 | $2,768+12.8% | $3,711-15.8% | $3,741-16.5% |
| Admin fee / account holder | $1,467 | $2,879-49.1% | $3,848-61.9% | $5,306-72.4% |