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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 | $19,668 | $78,015-74.8% | $178,505-89.0% | $80,959-75.7% |
| Participation rate | 35.3% | 65.7%-30.4pp | 77.1%-41.8pp | 67.7%-32.4pp |
| Annual return | 14.60% | 18.10%-3.5pp | 27.16%-12.6pp | 35.67%-21.1pp |
| Employer contribution / active EE | $1,116 | $2,281-51.1% | $3,955-71.8% | $2,757-59.5% |
| Participant deferral / active EE | $1,649 | $4,406-62.6% | $6,280-73.7% | $4,300-61.7% |
| Admin fee / account holder | $1,384 | $7,160-80.7% | $10,428-86.7% | $6,925-80.0% |