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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 | $27,090 | $59,440-54.4% | $78,004-65.3% | $82,637-67.2% |
| Participation rate | 39.3% | 62.8%-23.5pp | 69.4%-30.2pp | 68.1%-28.8pp |
| Annual return | 22.02% | 40.24%-18.2pp | 31.07%-9.1pp | 53.51%-31.5pp |
| Employer contribution / active EE | $1,074 | $1,750-38.6% | $2,469-56.5% | $2,552-57.9% |
| Participant deferral / active EE | $1,948 | $3,138-37.9% | $4,092-52.4% | $4,126-52.8% |
| Admin fee / account holder | $1,463 | $5,504-73.4% | $7,578-80.7% | $7,339-80.1% |