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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 | $26,351 | $81,504-67.7% | $102,437-74.3% | $80,959-67.5% |
| Participation rate | 50.8% | 66.9%-16.1pp | 74.5%-23.7pp | 67.7%-16.9pp |
| Annual return | 12.72% | 25.60%-12.9pp | 24.95%-12.2pp | 35.67%-23.0pp |
| Employer contribution / active EE | $1,668 | $3,104-46.3% | $3,871-56.9% | $2,757-39.5% |
| Participant deferral / active EE | $2,749 | $3,871-29.0% | $5,060-45.7% | $4,300-36.1% |
| Admin fee / account holder | $5,856 | $6,719-12.8% | $8,388-30.2% | $6,925-15.4% |