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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 | $57,590-50.3% | $86,233-66.8% | $82,448-65.3% |
| Participation rate | 42.4% | 57.9%-15.5pp | 69.0%-26.6pp | 68.1%-25.7pp |
| Annual return | 18.16% | 22.41%-4.3pp | 61.39%-43.2pp | 41.64%-23.5pp |
| Employer contribution / active EE | $1,081 | $1,655-34.7% | $2,504-56.8% | $2,551-57.6% |
| Participant deferral / active EE | $1,889 | $3,080-38.7% | $4,559-58.6% | $4,139-54.4% |
| Admin fee / account holder | $1,800 | $4,730-61.9% | $8,342-78.4% | $7,234-75.1% |