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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 | $25,876 | $66,402-61.0% | $109,895-76.5% | $85,856-69.9% |
| Participation rate | 47.5% | 63.9%-16.3pp | 74.2%-26.7pp | 69.3%-21.8pp |
| Annual return | 16.75% | 19.59%-2.8pp | 29.46%-12.7pp | 318.58%-301.8pp |
| Employer contribution / active EE | $1,281 | $1,687-24.1% | $2,843-54.9% | $2,565-50.1% |
| Participant deferral / active EE | $1,780 | $2,842-37.4% | $4,049-56.0% | $3,952-55.0% |
| Admin fee / account holder | $3,955 | $4,557-13.2% | $6,067-34.8% | $6,261-36.8% |