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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 | $26,828 | $81,358-67.0% | $155,556-82.8% | $80,959-66.9% |
| Participation rate | 48.1% | 66.3%-18.1pp | 78.2%-30.1pp | 67.7%-19.5pp |
| Annual return | 14.69% | 33.39%-18.7pp | 64.84%-50.1pp | 35.67%-21.0pp |
| Employer contribution / active EE | $1,814 | $3,106-41.6% | $4,675-61.2% | $2,757-34.2% |
| Participant deferral / active EE | $2,133 | $3,455-38.3% | $5,631-62.1% | $4,300-50.4% |
| Admin fee / account holder | $1,128 | $7,994-85.9% | $15,885-92.9% | $6,925-83.7% |