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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 | $19,673 | $57,590-65.8% | $86,233-77.2% | $82,448-76.1% |
| Participation rate | 49.2% | 57.9%-8.7pp | 69.0%-19.8pp | 68.1%-18.9pp |
| Annual return | 19.93% | 22.41%-2.5pp | 61.39%-41.5pp | 41.64%-21.7pp |
| Employer contribution / active EE | $1,221 | $1,655-26.2% | $2,504-51.2% | $2,551-52.1% |
| Participant deferral / active EE | $2,715 | $3,080-11.9% | $4,559-40.5% | $4,139-34.4% |
| Admin fee / account holder | $3,444 | $4,730-27.2% | $8,342-58.7% | $7,234-52.4% |