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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 | $28,631 | $81,504-64.9% | $102,437-72.1% | $80,959-64.6% |
| Participation rate | 41.3% | 66.9%-25.5pp | 74.5%-33.2pp | 67.7%-26.4pp |
| Annual return | 12.55% | 25.60%-13.0pp | 24.95%-12.4pp | 35.67%-23.1pp |
| Employer contribution / active EE | $1,320 | $3,104-57.5% | $3,871-65.9% | $2,757-52.1% |
| Participant deferral / active EE | $2,072 | $3,871-46.5% | $5,060-59.0% | $4,300-51.8% |
| Admin fee / account holder | $1,950 | $6,719-71.0% | $8,388-76.8% | $6,925-71.8% |