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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 | $25,963 | $77,908-66.7% | $149,696-82.7% | $75,173-65.5% |
| Participation rate | 32.0% | 65.6%-33.6pp | 78.8%-46.8pp | 67.2%-35.2pp |
| Annual return | 16.36% | 31.73%-15.4pp | 134.46%-118.1pp | 160.72%-144.4pp |
| Employer contribution / active EE | $1,371 | $3,138-56.3% | $4,821-71.6% | $2,671-48.7% |
| Participant deferral / active EE | $1,753 | $3,411-48.6% | $5,682-69.2% | $4,126-57.5% |
| Admin fee / account holder | $2,582 | $5,950-56.6% | $13,212-80.5% | $5,651-54.3% |