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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 | $28,659 | $81,331-64.8% | $155,534-81.6% | $80,935-64.6% |
| Participation rate | 39.3% | 66.3%-27.0pp | 78.2%-38.9pp | 67.7%-28.4pp |
| Annual return | 11.78% | 33.37%-21.6pp | 64.92%-53.1pp | 35.66%-23.9pp |
| Employer contribution / active EE | $1,811 | $3,105-41.7% | $4,675-61.3% | $2,757-34.3% |
| Participant deferral / active EE | $2,766 | $3,454-19.9% | $5,630-50.9% | $4,299-35.7% |
| Admin fee / account holder | $9,390 | $7,999+17.4% | $15,900-40.9% | $6,924+35.6% |