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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 | $16,047 | $46,599-65.6% | $64,101-75.0% | $75,173-78.7% |
| Participation rate | 32.5% | 65.9%-33.4pp | 72.3%-39.8pp | 67.2%-34.7pp |
| Annual return | 18.45% | 26.06%-7.6pp | 33.72%-15.3pp | 160.72%-142.3pp |
| Employer contribution / active EE | $1,168 | $1,975-40.9% | $2,749-57.5% | $2,671-56.3% |
| Participant deferral / active EE | $1,403 | $2,837-50.6% | $3,881-63.9% | $4,126-66.0% |
| Admin fee / account holder | $2,266 | $2,956-23.3% | $3,070-26.2% | $5,651-59.9% |