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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 | $29,064 | $127,387-77.2% | $115,038-74.7% | $125,389-76.8% |
| Participation rate | 28.6% | 84.2%-55.6pp | 81.4%-52.8pp | 83.2%-54.6pp |
| Annual return | -2.11% | 31.28%-33.4pp | 26.14%-28.2pp | 282.24%-284.3pp |
| Employer contribution / active EE | $1,423 | $5,166-72.4% | $4,608-69.1% | $4,866-70.7% |
| Participant deferral / active EE | $2,941 | $6,423-54.2% | $6,026-51.2% | $5,352-45.0% |
| Admin fee / account holder | $844 | $9,516-91.1% | $8,175-89.7% | $9,541-91.2% |