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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 | $25,049 | $73,978-66.1% | $96,515-74.0% | $75,173-66.7% |
| Participation rate | 49.1% | 66.4%-17.4pp | 74.3%-25.3pp | 67.2%-18.1pp |
| Annual return | 16.80% | 26.72%-9.9pp | 35.73%-18.9pp | 160.72%-143.9pp |
| Employer contribution / active EE | $1,233 | $2,931-57.9% | $3,740-67.0% | $2,671-53.9% |
| Participant deferral / active EE | $2,441 | $3,660-33.3% | $4,880-50.0% | $4,126-40.8% |
| Admin fee / account holder | $2,910 | $5,219-44.2% | $6,735-56.8% | $5,651-48.5% |