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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 | $15,801 | $57,119-72.3% | $85,187-81.5% | $80,935-80.5% |
| Participation rate | 31.7% | 56.4%-24.7pp | 67.5%-35.8pp | 67.7%-36.0pp |
| Annual return | 13.48% | 21.70%-8.2pp | 66.67%-53.2pp | 35.66%-22.2pp |
| Employer contribution / active EE | $1,100 | $1,802-39.0% | $2,732-59.8% | $2,757-60.1% |
| Participant deferral / active EE | $2,007 | $3,115-35.6% | $4,525-55.6% | $4,299-53.3% |
| Admin fee / account holder | $3,269 | $4,990-34.5% | $6,162-46.9% | $6,924-52.8% |