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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 | $25,449 | $52,306-51.3% | $69,779-63.5% | $62,881-59.5% |
| Participation rate | 16.7% | 67.2%-50.6pp | 71.8%-55.2pp | 69.3%-52.6pp |
| Annual return | 13.01% | 13.35%-0.3pp | 12.99%0pp | 20.14%-7.1pp |
| Employer contribution / active EE | $369 | $1,799-79.5% | $2,338-84.2% | $2,281-83.8% |
| Participant deferral / active EE | $1,076 | $2,395-55.1% | $2,931-63.3% | $3,203-66.4% |
| Admin fee / account holder | $3,570 | $3,691-3.3% | $4,381-18.5% | $4,296-16.9% |