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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 | $18,602 | $57,140-67.4% | $85,240-78.2% | $80,959-77.0% |
| Participation rate | 48.1% | 56.4%-8.3pp | 67.5%-19.4pp | 67.7%-19.5pp |
| Annual return | 11.68% | 21.71%-10.0pp | 66.75%-55.1pp | 35.67%-24.0pp |
| Employer contribution / active EE | $1,178 | $1,802-34.6% | $2,735-56.9% | $2,757-57.3% |
| Participant deferral / active EE | $3,822 | $3,115+22.7% | $4,527-15.6% | $4,300-11.1% |
| Admin fee / account holder | $408 | $4,992-91.8% | $6,165-93.4% | $6,925-94.1% |