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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 | $18,636 | $49,255-62.2% | $70,494-73.6% | $79,856-76.7% |
| Participation rate | 50.0% | 69.2%-19.2pp | 75.1%-25.1pp | 69.6%-19.6pp |
| Annual return | 20.03% | 30.10%-10.1pp | 109.16%-89.1pp | 31.71%-11.7pp |
| Employer contribution / active EE | $1,813 | $2,100-13.7% | $2,738-33.8% | $2,471-26.6% |
| Participant deferral / active EE | $2,066 | $2,768-25.4% | $3,711-44.3% | $3,741-44.8% |
| Admin fee / account holder | $1,842 | $2,879-36.0% | $3,848-52.1% | $5,306-65.3% |