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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 | $28,363 | $77,896-63.6% | $134,172-78.9% | $82,448-65.6% |
| Participation rate | 33.3% | 62.8%-29.5pp | 72.5%-39.1pp | 68.1%-34.7pp |
| Annual return | 15.82% | 18.21%-2.4pp | 25.30%-9.5pp | 41.64%-25.8pp |
| Employer contribution / active EE | $1,495 | $2,159-30.8% | $3,420-56.3% | $2,551-41.4% |
| Participant deferral / active EE | $2,278 | $3,162-27.9% | $4,690-51.4% | $4,139-45.0% |
| Admin fee / account holder | $2,825 | $6,336-55.4% | $12,016-76.5% | $7,234-60.9% |