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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 | $24,642 | $49,024-49.7% | $112,860-78.2% | $87,485-71.8% |
| Participation rate | 49.0% | 62.2%-13.2pp | 66.3%-17.3pp | 68.9%-20.0pp |
| Annual return | 17.71% | 43.86%-26.2pp | 35.26%-17.6pp | 26.06%-8.4pp |
| Employer contribution / active EE | $1,034 | $1,290-19.9% | $2,206-53.1% | $2,596-60.2% |
| Participant deferral / active EE | $3,637 | $2,209+64.7% | $3,493+4.1% | $4,274-14.9% |
| Admin fee / account holder | $1,479 | $6,266-76.4% | $6,841-78.4% | $7,775-81.0% |