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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 | $17,758 | $36,948-51.9% | $73,658-75.9% | $87,485-79.7% |
| Participation rate | 42.0% | 46.8%-4.8pp | 57.0%-15.0pp | 68.9%-26.9pp |
| Annual return | 15.71% | 28.64%-12.9pp | 29.72%-14.0pp | 26.06%-10.3pp |
| Employer contribution / active EE | $693 | $670+3.5% | $1,032-32.8% | $2,596-73.3% |
| Participant deferral / active EE | $2,194 | $1,379+59.1% | $2,062+6.4% | $4,274-48.7% |
| Admin fee / account holder | $4,727 | $2,531+86.8% | $3,357+40.8% | $7,775-39.2% |