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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 | $29,394 | $81,504-63.9% | $102,437-71.3% | $80,959-63.7% |
| Participation rate | 44.4% | 66.9%-22.4pp | 74.5%-30.1pp | 67.7%-23.2pp |
| Annual return | 16.56% | 25.60%-9.0pp | 24.95%-8.4pp | 35.67%-19.1pp |
| Employer contribution / active EE | $1,413 | $3,104-54.5% | $3,871-63.5% | $2,757-48.7% |
| Participant deferral / active EE | $2,557 | $3,871-33.9% | $5,060-49.5% | $4,300-40.5% |
| Admin fee / account holder | $652 | $6,719-90.3% | $8,388-92.2% | $6,925-90.6% |