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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 | $72,471-66.4% | $94,215-74.1% | $86,983-72.0% |
| Participation rate | 47.4% | 63.9%-16.5pp | 70.0%-22.6pp | 69.5%-22.2pp |
| Annual return | 14.78% | 26.44%-11.7pp | 28.22%-13.4pp | 25.83%-11.1pp |
| Employer contribution / active EE | $1,094 | $1,936-43.5% | $2,675-59.1% | $2,584-57.7% |
| Participant deferral / active EE | $2,696 | $3,397-20.6% | $4,276-36.9% | $4,194-35.7% |
| Admin fee / account holder | $3,843 | $6,468-40.6% | $10,216-62.4% | $7,856-51.1% |