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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 | $22,135 | $51,283-56.8% | $95,759-76.9% | $71,529-69.1% |
| Participation rate | 49.3% | 63.1%-13.8pp | 72.3%-23.0pp | 67.9%-18.7pp |
| Annual return | 23.54% | 25.25%-1.7pp | 28.42%-4.9pp | 28.97%-5.4pp |
| Employer contribution / active EE | $1,468 | $1,817-19.2% | $2,836-48.2% | $2,590-43.3% |
| Participant deferral / active EE | $2,480 | $3,365-26.3% | $4,244-41.5% | $4,291-42.2% |
| Admin fee / account holder | $2,539 | $1,135+123.7% | $5,678-55.3% | $1,588+59.8% |