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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 | $23,204 | $70,486-67.1% | $100,528-76.9% | $79,852-70.9% |
| Participation rate | 67.7% | 73.6%-6.0pp | 79.4%-11.7pp | 69.6%-1.9pp |
| Annual return | 17.16% | 21.90%-4.7pp | 30.90%-13.7pp | 31.72%-14.6pp |
| Employer contribution / active EE | $308 | $2,165-85.8% | $3,419-91.0% | $2,471-87.5% |
| Participant deferral / active EE | $3,946 | $5,182-23.8% | $6,271-37.1% | $3,740+5.5% |
| Admin fee / account holder | $3,054 | $4,480-31.8% | $8,084-62.2% | $5,306-42.4% |