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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 | $25,773 | $75,541-65.9% | $152,093-83.1% | $82,637-68.8% |
| Participation rate | 49.4% | 66.5%-17.2pp | 77.8%-28.4pp | 68.1%-18.7pp |
| Annual return | 15.40% | 32.56%-17.2pp | 66.36%-51.0pp | 53.51%-38.1pp |
| Employer contribution / active EE | $1,416 | $2,622-46.0% | $4,175-66.1% | $2,552-44.5% |
| Participant deferral / active EE | $2,735 | $3,206-14.7% | $5,451-49.8% | $4,126-33.7% |
| Admin fee / account holder | $3,729 | $6,405-41.8% | $14,497-74.3% | $7,339-49.2% |