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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 | $24,156 | $57,065-57.7% | $75,670-68.1% | $70,131-65.6% |
| Participation rate | 36.0% | 68.1%-32.0pp | 72.3%-36.3pp | 69.5%-33.5pp |
| Annual return | 23.96% | 23.57%+0.4pp | 27.34%-3.4pp | 73.14%-49.2pp |
| Employer contribution / active EE | $1,046 | $1,817-42.4% | $2,352-55.5% | $2,342-55.3% |
| Participant deferral / active EE | $1,456 | $2,580-43.5% | $3,142-53.7% | $3,332-56.3% |
| Admin fee / account holder | $586 | $3,825-84.7% | $5,800-89.9% | $4,645-87.4% |