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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 | $26,472 | $57,073-53.6% | $85,126-68.9% | $80,925-67.3% |
| Participation rate | 46.9% | 56.4%-9.5pp | 67.5%-20.6pp | 67.7%-20.8pp |
| Annual return | 11.65% | 21.69%-10.0pp | 66.63%-55.0pp | 35.65%-24.0pp |
| Employer contribution / active EE | $1,116 | $1,801-38.0% | $2,731-59.2% | $2,756-59.5% |
| Participant deferral / active EE | $1,869 | $3,113-40.0% | $4,523-58.7% | $4,299-56.5% |
| Admin fee / account holder | $2,448 | $4,988-50.9% | $6,160-60.3% | $6,940-64.7% |