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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 | $21,187 | $63,904-66.8% | $89,340-76.3% | $67,986-68.8% |
| Participation rate | 45.0% | 54.3%-9.3pp | 69.6%-24.6pp | 57.2%-12.2pp |
| Annual return | 19.00% | 18.09%+0.9pp | 20.57%-1.6pp | 31.67%-12.7pp |
| Employer contribution / active EE | $592 | $1,627-63.6% | $2,231-73.5% | $2,019-70.7% |
| Participant deferral / active EE | $1,021 | $2,691-62.1% | $3,823-73.3% | $3,358-69.6% |
| Admin fee / account holder | $1,761 | $3,315-46.9% | $6,704-73.7% | $3,203-45.0% |