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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 | $27,200 | $58,848-53.8% | $88,179-69.2% | $82,637-67.1% |
| Participation rate | 50.0% | 57.9%-7.9pp | 69.1%-19.1pp | 68.1%-18.1pp |
| Annual return | 21.74% | 22.76%-1.0pp | 64.97%-43.2pp | 53.51%-31.8pp |
| Employer contribution / active EE | $1,889 | $1,678+12.6% | $2,549-25.9% | $2,552-26.0% |
| Participant deferral / active EE | $2,311 | $3,124-26.0% | $4,614-49.9% | $4,126-44.0% |
| Admin fee / account holder | $6,399 | $4,795+33.5% | $7,673-16.6% | $7,339-12.8% |