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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 | $26,820 | $67,602-60.3% | $82,312-67.4% | $70,126-61.8% |
| Participation rate | 53.0% | 72.8%-19.8pp | 76.9%-23.9pp | 69.5%-16.5pp |
| Annual return | 19.89% | 21.57%-1.7pp | 25.88%-6.0pp | 73.15%-53.3pp |
| Employer contribution / active EE | $1,604 | $1,755-8.6% | $2,428-34.0% | $2,343-31.5% |
| Participant deferral / active EE | $2,866 | $2,987-4.0% | $3,706-22.7% | $3,332-14.0% |
| Admin fee / account holder | $1,105 | $4,512-75.5% | $5,608-80.3% | $4,645-76.2% |