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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 | $81,358-70.8% | $155,556-84.7% | $80,959-70.6% |
| Participation rate | 30.8% | 66.3%-35.5pp | 78.2%-47.5pp | 67.7%-36.9pp |
| Annual return | 12.27% | 33.39%-21.1pp | 64.84%-52.6pp | 35.67%-23.4pp |
| Employer contribution / active EE | $1,308 | $3,106-57.9% | $4,675-72.0% | $2,757-52.6% |
| Participant deferral / active EE | $2,428 | $3,455-29.7% | $5,631-56.9% | $4,300-43.5% |
| Admin fee / account holder | $12,597 | $7,994+57.6% | $15,885-20.7% | $6,925+81.9% |