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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 | $23,115 | $63,365-63.5% | $91,994-74.9% | $72,976-68.3% |
| Participation rate | 51.7% | 72.5%-20.8pp | 78.6%-26.9pp | 69.5%-17.8pp |
| Annual return | 24.63% | 35.35%-10.7pp | 69.04%-44.4pp | 81.02%-56.4pp |
| Employer contribution / active EE | $1,497 | $2,116-29.2% | $3,453-56.6% | $2,440-38.6% |
| Participant deferral / active EE | $2,702 | $4,883-44.7% | $5,924-54.4% | $3,608-25.1% |
| Admin fee / account holder | $490 | $4,670-89.5% | $7,744-93.7% | $5,124-90.4% |