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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 | $17,342 | $57,057-69.6% | $85,009-79.6% | $80,874-78.6% |
| Participation rate | 26.8% | 56.4%-29.6pp | 67.5%-40.7pp | 67.6%-40.9pp |
| Annual return | 17.13% | 21.66%-4.5pp | 66.47%-49.3pp | 35.62%-18.5pp |
| Employer contribution / active EE | $1,054 | $1,799-41.4% | $2,728-61.4% | $2,756-61.7% |
| Participant deferral / active EE | $2,113 | $3,112-32.1% | $4,522-53.3% | $4,297-50.8% |
| Admin fee / account holder | $2,236 | $4,986-55.2% | $6,153-63.7% | $6,935-67.8% |