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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 | $13,486 | $81,331-83.4% | $155,534-91.3% | $80,935-83.3% |
| Participation rate | 32.1% | 66.3%-34.1pp | 78.2%-46.1pp | 67.7%-35.5pp |
| Annual return | 23.72% | 33.37%-9.6pp | 64.92%-41.2pp | 35.66%-11.9pp |
| Employer contribution / active EE | $1,486 | $3,105-52.1% | $4,675-68.2% | $2,757-46.1% |
| Participant deferral / active EE | $2,505 | $3,454-27.5% | $5,630-55.5% | $4,299-41.7% |
| Admin fee / account holder | $7,379 | $7,999-7.8% | $15,900-53.6% | $6,924+6.6% |