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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 | $15,552 | $54,763-71.6% | $90,324-82.8% | $72,976-78.7% |
| Participation rate | 38.2% | 65.2%-27.0pp | 73.3%-35.1pp | 69.5%-31.3pp |
| Annual return | 23.90% | 30.63%-6.7pp | 78.15%-54.2pp | 81.02%-57.1pp |
| Employer contribution / active EE | $234 | $2,093-88.8% | $2,856-91.8% | $2,440-90.4% |
| Participant deferral / active EE | $1,911 | $2,887-33.8% | $3,885-50.8% | $3,608-47.0% |
| Admin fee / account holder | $2,260 | $3,973-43.1% | $5,356-57.8% | $5,124-55.9% |