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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 | $28,612 | $58,848-51.4% | $88,179-67.6% | $82,637-65.4% |
| Participation rate | 42.4% | 57.9%-15.5pp | 69.1%-26.8pp | 68.1%-25.7pp |
| Annual return | 18.16% | 22.76%-4.6pp | 64.97%-46.8pp | 53.51%-35.3pp |
| Employer contribution / active EE | $1,081 | $1,678-35.6% | $2,549-57.6% | $2,552-57.7% |
| Participant deferral / active EE | $1,889 | $3,124-39.5% | $4,614-59.1% | $4,126-54.2% |
| Admin fee / account holder | $1,800 | $4,795-62.5% | $7,673-76.5% | $7,339-75.5% |