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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 | $16,930 | $45,126-62.5% | $85,187-80.1% | $74,459-77.3% |
| Participation rate | 48.5% | 49.4%-0.9pp | 67.5%-19.0pp | 67.2%-18.7pp |
| Annual return | 25.80% | 26.30%-0.5pp | 66.67%-40.9pp | 1369.70%-1343.9pp |
| Employer contribution / active EE | $1,487 | $1,460+1.9% | $2,732-45.6% | $2,626-43.4% |
| Participant deferral / active EE | $2,545 | $2,738-7.1% | $4,525-43.8% | $4,350-41.5% |
| Admin fee / account holder | $6,283 | $2,212+184.1% | $6,162+2.0% | $1,945+223.1% |