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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 | $23,444 | $53,774-56.4% | $134,162-82.5% | $79,856-70.6% |
| Participation rate | 38.8% | 58.8%-20.0pp | 72.2%-33.4pp | 69.6%-30.8pp |
| Annual return | 17.54% | 19.01%-1.5pp | 36.35%-18.8pp | 31.71%-14.2pp |
| Employer contribution / active EE | $682 | $1,322-48.4% | $3,705-81.6% | $2,471-72.4% |
| Participant deferral / active EE | $1,755 | $2,420-27.5% | $3,500-49.9% | $3,741-53.1% |
| Admin fee / account holder | $1,688 | $3,985-57.6% | $6,685-74.8% | $5,306-68.2% |