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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 | $19,736 | $54,763-64.0% | $90,324-78.1% | $72,976-73.0% |
| Participation rate | 43.9% | 65.2%-21.3pp | 73.3%-29.4pp | 69.5%-25.6pp |
| Annual return | 17.57% | 30.63%-13.1pp | 78.15%-60.6pp | 81.02%-63.4pp |
| Employer contribution / active EE | $1,321 | $2,093-36.9% | $2,856-53.8% | $2,440-45.9% |
| Participant deferral / active EE | $2,219 | $2,887-23.1% | $3,885-42.9% | $3,608-38.5% |
| Admin fee / account holder | $478 | $3,973-88.0% | $5,356-91.1% | $5,124-90.7% |