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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 | $18,288 | $56,287-67.5% | $80,977-77.4% | $62,881-70.9% |
| Participation rate | 50.0% | 68.9%-18.9pp | 75.8%-25.8pp | 69.3%-19.3pp |
| Annual return | 8.50% | 22.13%-13.6pp | 17.11%-8.6pp | 20.14%-11.6pp |
| Employer contribution / active EE | $1,910 | $1,943-1.7% | $3,715-48.6% | $2,281-16.3% |
| Participant deferral / active EE | $4,255 | $4,196+1.4% | $5,696-25.3% | $3,203+32.9% |
| Admin fee / account holder | $1,314 | $3,742-64.9% | $5,517-76.2% | $4,296-69.4% |