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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 | $16,928 | $36,948-54.2% | $73,658-77.0% | $87,485-80.7% |
| Participation rate | 40.5% | 46.8%-6.3pp | 57.0%-16.5pp | 68.9%-28.4pp |
| Annual return | 17.58% | 28.64%-11.1pp | 29.72%-12.1pp | 26.06%-8.5pp |
| Employer contribution / active EE | $1,701 | $670+153.9% | $1,032+64.8% | $2,596-34.5% |
| Participant deferral / active EE | $2,588 | $1,379+87.6% | $2,062+25.5% | $4,274-39.4% |
| Admin fee / account holder | $7,073 | $2,531+179.5% | $3,357+110.7% | $7,775-9.0% |