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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 | $24,261 | $60,349-59.8% | $74,184-67.3% | $62,881-61.4% |
| Participation rate | 35.9% | 72.7%-36.9pp | 76.6%-40.7pp | 69.3%-33.4pp |
| Annual return | 9.12% | 21.38%-12.3pp | 17.74%-8.6pp | 20.14%-11.0pp |
| Employer contribution / active EE | $1,086 | $1,680-35.4% | $2,370-54.2% | $2,281-52.4% |
| Participant deferral / active EE | $2,003 | $2,856-29.9% | $3,550-43.6% | $3,203-37.5% |
| Admin fee / account holder | $438 | $4,261-89.7% | $5,586-92.2% | $4,296-89.8% |