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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 | $18,966 | $57,590-67.1% | $86,233-78.0% | $82,448-77.0% |
| Participation rate | 48.1% | 57.9%-9.7pp | 69.0%-20.9pp | 68.1%-19.9pp |
| Annual return | 14.71% | 22.41%-7.7pp | 61.39%-46.7pp | 41.64%-26.9pp |
| Employer contribution / active EE | $1,462 | $1,655-11.7% | $2,504-41.6% | $2,551-42.7% |
| Participant deferral / active EE | $2,479 | $3,080-19.5% | $4,559-45.6% | $4,139-40.1% |
| Admin fee / account holder | $2,355 | $4,730-50.2% | $8,342-71.8% | $7,234-67.5% |