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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 | $19,040 | $48,078-60.4% | $78,676-75.8% | $62,881-69.7% |
| Participation rate | 45.2% | 65.2%-20.0pp | 73.6%-28.4pp | 69.3%-24.1pp |
| Annual return | 7.74% | 31.36%-23.6pp | 62.19%-54.4pp | 20.14%-12.4pp |
| Employer contribution / active EE | $1,358 | $2,015-32.6% | $2,850-52.3% | $2,281-40.5% |
| Participant deferral / active EE | $2,240 | $2,587-13.4% | $3,517-36.3% | $3,203-30.1% |
| Admin fee / account holder | $1,483 | $3,206-53.8% | $4,510-67.1% | $4,296-65.5% |