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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 | $23,329 | $81,276-71.3% | $155,574-85.0% | $80,925-71.2% |
| Participation rate | 50.8% | 66.2%-15.4pp | 78.2%-27.4pp | 67.7%-16.8pp |
| Annual return | 11.96% | 33.36%-21.4pp | 64.87%-52.9pp | 35.65%-23.7pp |
| Employer contribution / active EE | $1,722 | $3,103-44.5% | $4,676-63.2% | $2,756-37.5% |
| Participant deferral / active EE | $2,972 | $3,453-13.9% | $5,629-47.2% | $4,299-30.9% |
| Admin fee / account holder | $2,208 | $7,993-72.4% | $15,914-86.1% | $6,940-68.2% |