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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 | $23,755 | $66,402-64.2% | $109,895-78.4% | $85,856-72.3% |
| Participation rate | 51.0% | 63.9%-12.9pp | 74.2%-23.2pp | 69.3%-18.3pp |
| Annual return | 19.24% | 19.59%-0.4pp | 29.46%-10.2pp | 318.58%-299.3pp |
| Employer contribution / active EE | $1,377 | $1,687-18.4% | $2,843-51.6% | $2,565-46.3% |
| Participant deferral / active EE | $2,755 | $2,842-3.1% | $4,049-32.0% | $3,952-30.3% |
| Admin fee / account holder | $362 | $4,557-92.1% | $6,067-94.0% | $6,261-94.2% |