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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 | $81,276-83.7% | $155,574-91.5% | $80,925-83.6% |
| Participation rate | 32.7% | 66.2%-33.5pp | 78.2%-45.5pp | 67.7%-34.9pp |
| Annual return | 12.27% | 33.36%-21.1pp | 64.87%-52.6pp | 35.65%-23.4pp |
| Employer contribution / active EE | $1,466 | $3,103-52.8% | $4,676-68.6% | $2,756-46.8% |
| Participant deferral / active EE | $2,631 | $3,453-23.8% | $5,629-53.3% | $4,299-38.8% |
| Admin fee / account holder | $4,204 | $7,993-47.4% | $15,914-73.6% | $6,940-39.4% |