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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 | $23,597 | $58,848-59.9% | $88,179-73.2% | $82,637-71.4% |
| Participation rate | 33.8% | 57.9%-24.1pp | 69.1%-35.4pp | 68.1%-34.3pp |
| Annual return | 24.18% | 22.76%+1.4pp | 64.97%-40.8pp | 53.51%-29.3pp |
| Employer contribution / active EE | $1,347 | $1,678-19.7% | $2,549-47.2% | $2,552-47.2% |
| Participant deferral / active EE | $2,260 | $3,124-27.7% | $4,614-51.0% | $4,126-45.2% |
| Admin fee / account holder | $1,381 | $4,795-71.2% | $7,673-82.0% | $7,339-81.2% |