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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 | $69,444-70.6% | $92,985-78.1% | $87,485-76.7% |
| Participation rate | 47.5% | 63.3%-15.8pp | 69.5%-22.0pp | 68.9%-21.4pp |
| Annual return | 19.00% | 23.85%-4.9pp | 27.99%-9.0pp | 26.06%-7.1pp |
| Employer contribution / active EE | $1,517 | $1,917-20.9% | $2,662-43.0% | $2,596-41.6% |
| Participant deferral / active EE | $2,838 | $3,364-15.6% | $4,377-35.1% | $4,274-33.6% |
| Admin fee / account holder | $4,823 | $6,137-21.4% | $9,463-49.0% | $7,775-38.0% |