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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 | $26,728 | $57,590-53.6% | $86,233-69.0% | $82,448-67.6% |
| Participation rate | 38.5% | 57.9%-19.4pp | 69.0%-30.6pp | 68.1%-29.6pp |
| Annual return | 21.60% | 22.41%-0.8pp | 61.39%-39.8pp | 41.64%-20.0pp |
| Employer contribution / active EE | $1,050 | $1,655-36.6% | $2,504-58.1% | $2,551-58.8% |
| Participant deferral / active EE | $1,997 | $3,080-35.2% | $4,559-56.2% | $4,139-51.8% |
| Admin fee / account holder | $1,744 | $4,730-63.1% | $8,342-79.1% | $7,234-75.9% |