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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 | $26,980 | $106,864-74.8% | $147,318-81.7% | $82,637-67.4% |
| Participation rate | 38.5% | 75.5%-37.0pp | 82.1%-43.6pp | 68.1%-29.6pp |
| Annual return | 22.43% | 27.49%-5.1pp | 70.43%-48.0pp | 53.51%-31.1pp |
| Employer contribution / active EE | $1,090 | $3,417-68.1% | $4,593-76.3% | $2,552-57.3% |
| Participant deferral / active EE | $2,802 | $6,496-56.9% | $7,906-64.6% | $4,126-32.1% |
| Admin fee / account holder | $316 | $8,415-96.2% | $13,708-97.7% | $7,339-95.7% |