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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 | $25,503 | $57,073-55.3% | $85,126-70.0% | $80,925-68.5% |
| Participation rate | 44.4% | 56.4%-12.0pp | 67.5%-23.1pp | 67.7%-23.2pp |
| Annual return | 21.49% | 21.69%-0.2pp | 66.63%-45.1pp | 35.65%-14.2pp |
| Employer contribution / active EE | $1,730 | $1,801-3.9% | $2,731-36.7% | $2,756-37.2% |
| Participant deferral / active EE | $2,988 | $3,113-4.0% | $4,523-33.9% | $4,299-30.5% |
| Admin fee / account holder | $4,760 | $4,988-4.6% | $6,160-22.7% | $6,940-31.4% |