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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 | $18,138 | $59,123-69.3% | $77,183-76.5% | $75,181-75.9% |
| Participation rate | 49.3% | 63.9%-14.6pp | 69.6%-20.3pp | 67.2%-17.9pp |
| Annual return | 31.42% | 26.72%+4.7pp | 37.89%-6.5pp | 160.69%-129.3pp |
| Employer contribution / active EE | $1,634 | $1,996-18.1% | $2,534-35.5% | $2,671-38.8% |
| Participant deferral / active EE | $2,400 | $2,999-20.0% | $3,833-37.4% | $4,126-41.8% |
| Admin fee / account holder | $2,326 | $4,776-51.3% | $5,475-57.5% | $5,650-58.8% |