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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 | $13,254 | $81,331-83.7% | $155,534-91.5% | $80,935-83.6% |
| Participation rate | 32.7% | 66.3%-33.5pp | 78.2%-45.5pp | 67.7%-34.9pp |
| Annual return | 12.27% | 33.37%-21.1pp | 64.92%-52.6pp | 35.66%-23.4pp |
| Employer contribution / active EE | $1,466 | $3,105-52.8% | $4,675-68.6% | $2,757-46.8% |
| Participant deferral / active EE | $2,631 | $3,454-23.8% | $5,630-53.3% | $4,299-38.8% |
| Admin fee / account holder | $4,204 | $7,999-47.4% | $15,900-73.6% | $6,924-39.3% |