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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 | $26,242 | $58,627-55.2% | $76,735-65.8% | $82,448-68.2% |
| Participation rate | 40.0% | 63.2%-23.2pp | 69.5%-29.5pp | 68.1%-28.1pp |
| Annual return | 14.22% | 39.10%-24.9pp | 29.77%-15.5pp | 41.64%-27.4pp |
| Employer contribution / active EE | $1,093 | $1,729-36.8% | $2,454-55.5% | $2,551-57.2% |
| Participant deferral / active EE | $2,483 | $3,134-20.8% | $4,088-39.3% | $4,139-40.0% |
| Admin fee / account holder | $8,161 | $5,323+53.3% | $7,189+13.5% | $7,234+12.8% |