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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 | $24,359 | $69,444-64.9% | $92,985-73.8% | $87,485-72.2% |
| Participation rate | 47.4% | 63.3%-15.9pp | 69.5%-22.1pp | 68.9%-21.6pp |
| Annual return | 14.78% | 23.85%-9.1pp | 27.99%-13.2pp | 26.06%-11.3pp |
| Employer contribution / active EE | $1,094 | $1,917-42.9% | $2,662-58.9% | $2,596-57.9% |
| Participant deferral / active EE | $2,696 | $3,364-19.9% | $4,377-38.4% | $4,274-36.9% |
| Admin fee / account holder | $3,843 | $6,137-37.4% | $9,463-59.4% | $7,775-50.6% |