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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 | $23,128 | $74,535-69.0% | $100,712-77.0% | $82,637-72.0% |
| Participation rate | 54.2% | 61.2%-7.0pp | 69.3%-15.1pp | 68.1%-13.9pp |
| Annual return | 17.10% | 18.92%-1.8pp | 33.27%-16.2pp | 53.51%-36.4pp |
| Employer contribution / active EE | $1,722 | $1,503+14.6% | $2,313-25.6% | $2,552-32.5% |
| Participant deferral / active EE | $2,370 | $3,074-22.9% | $4,085-42.0% | $4,126-42.6% |
| Admin fee / account holder | $2,004 | $6,576-69.5% | $9,256-78.4% | $7,339-72.7% |