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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 | $23,633 | $49,024-51.8% | $112,860-79.1% | $87,485-73.0% |
| Participation rate | 48.3% | 62.2%-13.9pp | 66.3%-18.0pp | 68.9%-20.7pp |
| Annual return | 16.75% | 43.86%-27.1pp | 35.26%-18.5pp | 26.06%-9.3pp |
| Employer contribution / active EE | $1,253 | $1,290-2.9% | $2,206-43.2% | $2,596-51.8% |
| Participant deferral / active EE | $1,803 | $2,209-18.4% | $3,493-48.4% | $4,274-57.8% |
| Admin fee / account holder | $2,725 | $6,266-56.5% | $6,841-60.2% | $7,775-64.9% |