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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 | $29,025 | $78,015-62.8% | $178,505-83.7% | $80,959-64.1% |
| Participation rate | 43.3% | 65.7%-22.4pp | 77.1%-33.8pp | 67.7%-24.4pp |
| Annual return | 12.84% | 18.10%-5.3pp | 27.16%-14.3pp | 35.67%-22.8pp |
| Employer contribution / active EE | $1,298 | $2,281-43.1% | $3,955-67.2% | $2,757-52.9% |
| Participant deferral / active EE | $2,802 | $4,406-36.4% | $6,280-55.4% | $4,300-34.8% |
| Admin fee / account holder | $4,456 | $7,160-37.8% | $10,428-57.3% | $6,925-35.7% |