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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 | $27,509 | $58,627-53.1% | $76,735-64.2% | $82,448-66.6% |
| Participation rate | 49.0% | 63.2%-14.2pp | 69.5%-20.5pp | 68.1%-19.0pp |
| Annual return | 17.54% | 39.10%-21.6pp | 29.77%-12.2pp | 41.64%-24.1pp |
| Employer contribution / active EE | $1,722 | $1,729-0.4% | $2,454-29.8% | $2,551-32.5% |
| Participant deferral / active EE | $3,011 | $3,134-3.9% | $4,088-26.4% | $4,139-27.3% |
| Admin fee / account holder | $2,334 | $5,323-56.1% | $7,189-67.5% | $7,234-67.7% |