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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 | $58,848-54.6% | $88,179-69.7% | $82,637-67.7% |
| Participation rate | 38.5% | 57.9%-19.4pp | 69.1%-30.7pp | 68.1%-29.6pp |
| Annual return | 21.60% | 22.76%-1.2pp | 64.97%-43.4pp | 53.51%-31.9pp |
| Employer contribution / active EE | $1,050 | $1,678-37.4% | $2,549-58.8% | $2,552-58.9% |
| Participant deferral / active EE | $1,997 | $3,124-36.1% | $4,614-56.7% | $4,126-51.6% |
| Admin fee / account holder | $1,744 | $4,795-63.6% | $7,673-77.3% | $7,339-76.2% |