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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 | $60,442-70.4% | $96,754-81.5% | $87,485-79.5% |
| Participation rate | 54.8% | 58.7%-3.9pp | 70.3%-15.4pp | 68.9%-14.1pp |
| Annual return | 19.63% | 21.97%-2.3pp | 82.04%-62.4pp | 26.06%-6.4pp |
| Employer contribution / active EE | $1,165 | $1,691-31.1% | $2,679-56.5% | $2,596-55.1% |
| Participant deferral / active EE | $2,512 | $3,280-23.4% | $4,758-47.2% | $4,274-41.2% |
| Admin fee / account holder | $2,440 | $5,069-51.9% | $8,905-72.6% | $7,775-68.6% |