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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 | $20,248 | $37,156-45.5% | $83,854-75.9% | $86,983-76.7% |
| Participation rate | 50.0% | 49.1%+0.9pp | 59.1%-9.1pp | 69.5%-19.5pp |
| Annual return | 14.88% | 29.88%-15.0pp | 31.39%-16.5pp | 25.83%-10.9pp |
| Employer contribution / active EE | $655 | $661-0.9% | $1,017-35.6% | $2,584-74.7% |
| Participant deferral / active EE | $827 | $1,418-41.7% | $2,035-59.4% | $4,194-80.3% |
| Admin fee / account holder | $4,371 | $2,510+74.2% | $3,197+36.7% | $7,856-44.4% |