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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 | $21,010 | $55,932-62.4% | $76,735-72.6% | $67,986-69.1% |
| Participation rate | 23.7% | 50.8%-27.1pp | 69.5%-45.8pp | 57.2%-33.5pp |
| Annual return | 14.84% | 23.10%-8.3pp | 29.77%-14.9pp | 31.67%-16.8pp |
| Employer contribution / active EE | $853 | $1,487-42.6% | $2,454-65.2% | $2,019-57.7% |
| Participant deferral / active EE | $1,038 | $2,558-59.4% | $4,088-74.6% | $3,358-69.1% |
| Admin fee / account holder | $1,952 | $4,907-60.2% | $7,189-72.9% | $3,203-39.1% |