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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 | $25,148 | $81,358-69.1% | $155,556-83.8% | $80,959-68.9% |
| Participation rate | 41.0% | 66.3%-25.2pp | 78.2%-37.2pp | 67.7%-26.6pp |
| Annual return | 16.26% | 33.39%-17.1pp | 64.84%-48.6pp | 35.67%-19.4pp |
| Employer contribution / active EE | $1,361 | $3,106-56.2% | $4,675-70.9% | $2,757-50.7% |
| Participant deferral / active EE | $3,334 | $3,455-3.5% | $5,631-40.8% | $4,300-22.5% |
| Admin fee / account holder | $1,539 | $7,994-80.7% | $15,885-90.3% | $6,925-77.8% |