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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 | $22,712 | $99,343-77.1% | $84,751-73.2% | $273,968-91.7% |
| Participation rate | 65.0% | 80.7%-15.7pp | 76.6%-11.6pp | 83.0%-18.0pp |
| Annual return | 6.90% | 22.93%-16.0pp | 22.78%-15.9pp | 41.45%-34.6pp |
| Employer contribution / active EE | $1,722 | $4,214-59.1% | $3,574-51.8% | $4,869-64.6% |
| Participant deferral / active EE | $2,912 | $4,269-31.8% | $3,712-21.6% | $5,287-44.9% |
| Admin fee / account holder | $4,594 | $6,645-30.9% | $5,333-13.9% | $10,132-54.7% |