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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 | $20,813 | $81,358-74.4% | $155,556-86.6% | $80,959-74.3% |
| Participation rate | 40.5% | 66.3%-25.8pp | 78.2%-37.7pp | 67.7%-27.2pp |
| Annual return | 14.26% | 33.39%-19.1pp | 64.84%-50.6pp | 35.67%-21.4pp |
| Employer contribution / active EE | $1,015 | $3,106-67.3% | $4,675-78.3% | $2,757-63.2% |
| Participant deferral / active EE | $2,558 | $3,455-26.0% | $5,631-54.6% | $4,300-40.5% |
| Admin fee / account holder | $405 | $7,994-94.9% | $15,885-97.4% | $6,925-94.1% |