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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 | $21,614 | $61,605-64.9% | $112,273-80.7% | $75,181-71.3% |
| Participation rate | 48.1% | 61.7%-13.5pp | 72.4%-24.3pp | 67.2%-19.1pp |
| Annual return | 17.18% | 28.47%-11.3pp | 30.23%-13.0pp | 160.69%-143.5pp |
| Employer contribution / active EE | $1,027 | $2,015-49.1% | $3,431-70.1% | $2,671-61.6% |
| Participant deferral / active EE | $1,623 | $3,108-47.8% | $4,800-66.2% | $4,126-60.7% |
| Admin fee / account holder | $628 | $4,862-87.1% | $7,752-91.9% | $5,650-88.9% |