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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 | $26,479 | $51,166-48.2% | $70,544-62.5% | $71,511-63.0% |
| Participation rate | 46.7% | 59.4%-12.7pp | 68.4%-21.7pp | 67.9%-21.3pp |
| Annual return | 15.70% | 42.71%-27.0pp | 32.79%-17.1pp | 28.86%-13.2pp |
| Employer contribution / active EE | $1,580 | $1,793-11.9% | $2,976-46.9% | $2,589-39.0% |
| Participant deferral / active EE | $2,253 | $3,031-25.7% | $4,568-50.7% | $4,291-47.5% |
| Admin fee / account holder | $2,872 | $2,000+43.6% | $6,427-55.3% | $1,588+80.8% |