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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 | $22,994 | $58,099-60.4% | $76,872-70.1% | $75,173-69.4% |
| Participation rate | 50.0% | 63.9%-13.9pp | 69.6%-19.6pp | 67.2%-17.2pp |
| Annual return | 18.15% | 26.71%-8.6pp | 37.90%-19.8pp | 160.72%-142.6pp |
| Employer contribution / active EE | $1,154 | $1,996-42.2% | $2,533-54.5% | $2,671-56.8% |
| Participant deferral / active EE | $1,682 | $2,999-43.9% | $3,832-56.1% | $4,126-59.2% |
| Admin fee / account holder | $1,460 | $4,778-69.5% | $5,476-73.3% | $5,651-74.2% |