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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 | $19,474 | $93,064-79.1% | $74,577-73.9% | $273,972-92.9% |
| Participation rate | 66.7% | 74.9%-8.3pp | 68.1%-1.4pp | 83.0%-16.3pp |
| Annual return | 4.86% | 26.18%-21.3pp | 20.47%-15.6pp | 41.46%-36.6pp |
| Employer contribution / active EE | $1,472 | $3,160-53.4% | $2,525-41.7% | $4,869-69.8% |
| Participant deferral / active EE | $3,006 | $4,160-27.8% | $3,458-13.1% | $5,287-43.1% |
| Admin fee / account holder | $7,098 | $5,273+34.6% | $4,138+71.5% | $10,133-29.9% |