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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 | $17,898 | $57,590-68.9% | $86,233-79.2% | $82,448-78.3% |
| Participation rate | 54.8% | 57.9%-3.0pp | 69.0%-14.2pp | 68.1%-13.2pp |
| Annual return | 19.63% | 22.41%-2.8pp | 61.39%-41.8pp | 41.64%-22.0pp |
| Employer contribution / active EE | $1,165 | $1,655-29.6% | $2,504-53.5% | $2,551-54.3% |
| Participant deferral / active EE | $2,512 | $3,080-18.5% | $4,559-44.9% | $4,139-39.3% |
| Admin fee / account holder | $2,440 | $4,730-48.4% | $8,342-70.8% | $7,234-66.3% |