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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 | $77,574-70.2% | $108,753-78.7% | $86,983-73.4% |
| Participation rate | 54.2% | 62.3%-8.1pp | 71.1%-16.9pp | 69.5%-15.4pp |
| Annual return | 17.10% | 18.42%-1.3pp | 37.47%-20.4pp | 25.83%-8.7pp |
| Employer contribution / active EE | $1,722 | $1,611+6.9% | $2,427-29.0% | $2,584-33.4% |
| Participant deferral / active EE | $2,370 | $3,128-24.2% | $4,115-42.4% | $4,194-43.5% |
| Admin fee / account holder | $2,004 | $6,529-69.3% | $10,320-80.6% | $7,856-74.5% |