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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 | $18,575 | $55,684-66.6% | $75,900-75.5% | $72,976-74.5% |
| Participation rate | 50.5% | 61.1%-10.6pp | 69.3%-18.8pp | 69.5%-19.0pp |
| Annual return | 21.62% | 27.60%-6.0pp | 30.73%-9.1pp | 81.02%-59.4pp |
| Employer contribution / active EE | $1,020 | $1,687-39.6% | $2,501-59.2% | $2,440-58.2% |
| Participant deferral / active EE | $1,324 | $2,634-49.7% | $3,604-63.3% | $3,608-63.3% |
| Admin fee / account holder | $2,829 | $3,981-28.9% | $5,421-47.8% | $5,124-44.8% |