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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 | $21,316 | $78,027-72.7% | $178,528-88.1% | $80,925-73.7% |
| Participation rate | 56.8% | 65.7%-8.9pp | 77.1%-20.3pp | 67.7%-10.9pp |
| Annual return | 14.48% | 18.09%-3.6pp | 27.11%-12.6pp | 35.65%-21.2pp |
| Employer contribution / active EE | $1,335 | $2,281-41.5% | $3,950-66.2% | $2,756-51.6% |
| Participant deferral / active EE | $1,785 | $4,408-59.5% | $6,278-71.6% | $4,299-58.5% |
| Admin fee / account holder | $1,096 | $7,168-84.7% | $10,419-89.5% | $6,940-84.2% |