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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 | $18,611 | $51,166-63.6% | $70,544-73.6% | $71,511-74.0% |
| Participation rate | 47.0% | 59.4%-12.4pp | 68.4%-21.3pp | 67.9%-20.9pp |
| Annual return | 20.51% | 42.71%-22.2pp | 32.79%-12.3pp | 28.86%-8.3pp |
| Employer contribution / active EE | $526 | $1,793-70.7% | $2,976-82.3% | $2,589-79.7% |
| Participant deferral / active EE | $2,276 | $3,031-24.9% | $4,568-50.2% | $4,291-47.0% |
| Admin fee / account holder | $956 | $2,000-52.2% | $6,427-85.1% | $1,588-39.8% |