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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 | $17,943 | $51,222-65.0% | $70,544-74.6% | $75,173-76.1% |
| Participation rate | 52.1% | 61.0%-8.9pp | 68.4%-16.3pp | 67.2%-15.1pp |
| Annual return | 22.12% | 30.06%-7.9pp | 32.79%-10.7pp | 160.72%-138.6pp |
| Employer contribution / active EE | $1,199 | $1,827-34.4% | $2,976-59.7% | $2,671-55.1% |
| Participant deferral / active EE | $3,159 | $2,850+10.8% | $4,568-30.8% | $4,126-23.4% |
| Admin fee / account holder | $677 | $4,096-83.5% | $6,427-89.5% | $5,651-88.0% |