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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 | $22,328 | $57,140-60.9% | $85,240-73.8% | $80,959-72.4% |
| Participation rate | 48.7% | 56.4%-7.7pp | 67.5%-18.8pp | 67.7%-18.9pp |
| Annual return | 16.03% | 21.71%-5.7pp | 66.75%-50.7pp | 35.67%-19.6pp |
| Employer contribution / active EE | $1,335 | $1,802-25.9% | $2,735-51.2% | $2,757-51.6% |
| Participant deferral / active EE | $3,138 | $3,115+0.7% | $4,527-30.7% | $4,300-27.0% |
| Admin fee / account holder | $1,155 | $4,992-76.9% | $6,165-81.3% | $6,925-83.3% |