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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 | $25,751 | $81,233-68.3% | $155,567-83.4% | $80,874-68.2% |
| Participation rate | 43.2% | 66.2%-23.1pp | 78.2%-35.0pp | 67.6%-24.5pp |
| Annual return | 15.34% | 33.33%-18.0pp | 64.74%-49.4pp | 35.62%-20.3pp |
| Employer contribution / active EE | $1,678 | $3,101-45.9% | $4,674-64.1% | $2,756-39.1% |
| Participant deferral / active EE | $2,476 | $3,452-28.3% | $5,628-56.0% | $4,297-42.4% |
| Admin fee / account holder | $1,671 | $7,998-79.1% | $15,916-89.5% | $6,935-75.9% |