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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 | $12,499 | $58,057-78.5% | $97,032-87.1% | $86,983-85.6% |
| Participation rate | 52.2% | 60.4%-8.1pp | 71.6%-19.3pp | 69.5%-17.3pp |
| Annual return | 20.67% | 22.26%-1.6pp | 35.38%-14.7pp | 25.83%-5.2pp |
| Employer contribution / active EE | $946 | $1,663-43.1% | $2,629-64.0% | $2,584-63.4% |
| Participant deferral / active EE | $2,712 | $3,244-16.4% | $4,672-42.0% | $4,194-35.3% |
| Admin fee / account holder | $3,396 | $4,839-29.8% | $9,418-63.9% | $7,856-56.8% |