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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 | $25,769 | $65,041-60.4% | $90,965-71.7% | $79,858-67.7% |
| Participation rate | 41.5% | 61.6%-20.1pp | 69.0%-27.5pp | 69.6%-28.2pp |
| Annual return | 16.17% | 30.45%-14.3pp | 134.57%-118.4pp | 31.72%-15.6pp |
| Employer contribution / active EE | $1,478 | $1,247+18.5% | $2,122-30.4% | $2,471-40.2% |
| Participant deferral / active EE | $1,886 | $2,512-24.9% | $3,373-44.1% | $3,740-49.6% |
| Admin fee / account holder | $1,661 | $4,536-63.4% | $5,960-72.1% | $5,306-68.7% |