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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 | $19,374 | $58,627-67.0% | $76,735-74.8% | $82,448-76.5% |
| Participation rate | 52.2% | 63.2%-11.0pp | 69.5%-17.3pp | 68.1%-15.9pp |
| Annual return | 25.02% | 39.10%-14.1pp | 29.77%-4.7pp | 41.64%-16.6pp |
| Employer contribution / active EE | $1,499 | $1,729-13.3% | $2,454-38.9% | $2,551-41.2% |
| Participant deferral / active EE | $2,008 | $3,134-35.9% | $4,088-50.9% | $4,139-51.5% |
| Admin fee / account holder | $2,707 | $5,323-49.1% | $7,189-62.3% | $7,234-62.6% |