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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 | $20,349 | $57,140-64.4% | $85,240-76.1% | $80,959-74.9% |
| Participation rate | 50.0% | 56.4%-6.4pp | 67.5%-17.5pp | 67.7%-17.7pp |
| Annual return | 15.57% | 21.71%-6.1pp | 66.75%-51.2pp | 35.67%-20.1pp |
| Employer contribution / active EE | $1,036 | $1,802-42.5% | $2,735-62.1% | $2,757-62.4% |
| Participant deferral / active EE | $2,230 | $3,115-28.4% | $4,527-50.7% | $4,300-48.1% |
| Admin fee / account holder | $533 | $4,992-89.3% | $6,165-91.3% | $6,925-92.3% |