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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 | $28,656 | $87,166-67.1% | $76,735-62.7% | $137,256-79.1% |
| Participation rate | 55.6% | 74.4%-18.8pp | 69.5%-13.9pp | 80.0%-24.4pp |
| Annual return | 17.95% | 26.50%-8.5pp | 29.77%-11.8pp | 220.34%-202.4pp |
| Employer contribution / active EE | $1,391 | $2,904-52.1% | $2,454-43.3% | $4,156-66.5% |
| Participant deferral / active EE | $2,078 | $4,726-56.0% | $4,088-49.2% | $6,407-67.6% |
| Admin fee / account holder | $8,571 | $8,403+2.0% | $7,189+19.2% | $12,270-30.2% |