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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 | $23,441 | $74,535-68.6% | $100,712-76.7% | $82,637-71.6% |
| Participation rate | 58.2% | 61.2%-3.0pp | 69.3%-11.1pp | 68.1%-9.8pp |
| Annual return | 14.96% | 18.92%-4.0pp | 33.27%-18.3pp | 53.51%-38.5pp |
| Employer contribution / active EE | $563 | $1,503-62.5% | $2,313-75.7% | $2,552-77.9% |
| Participant deferral / active EE | $1,634 | $3,074-46.8% | $4,085-60.0% | $4,126-60.4% |
| Admin fee / account holder | $3,888 | $6,576-40.9% | $9,256-58.0% | $7,339-47.0% |