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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 | $20,382 | $58,627-65.2% | $76,735-73.4% | $82,448-75.3% |
| Participation rate | 47.5% | 63.2%-15.7pp | 69.5%-22.0pp | 68.1%-20.6pp |
| Annual return | 19.00% | 39.10%-20.1pp | 29.77%-10.8pp | 41.64%-22.6pp |
| Employer contribution / active EE | $1,517 | $1,729-12.3% | $2,454-38.2% | $2,551-40.5% |
| Participant deferral / active EE | $2,838 | $3,134-9.4% | $4,088-30.6% | $4,139-31.4% |
| Admin fee / account holder | $4,823 | $5,323-9.4% | $7,189-32.9% | $7,234-33.3% |