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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 | $23,794 | $81,233-70.7% | $155,567-84.7% | $80,874-70.6% |
| Participation rate | 30.8% | 66.2%-35.5pp | 78.2%-47.4pp | 67.6%-36.9pp |
| Annual return | 12.27% | 33.33%-21.1pp | 64.74%-52.5pp | 35.62%-23.3pp |
| Employer contribution / active EE | $1,308 | $3,101-57.8% | $4,674-72.0% | $2,756-52.5% |
| Participant deferral / active EE | $2,428 | $3,452-29.7% | $5,628-56.9% | $4,297-43.5% |
| Admin fee / account holder | $12,597 | $7,998+57.5% | $15,916-20.9% | $6,935+81.6% |