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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 | $77,962-72.7% | $178,540-88.1% | $80,935-73.7% |
| Participation rate | 56.8% | 65.7%-8.9pp | 77.1%-20.4pp | 67.7%-10.9pp |
| Annual return | 14.48% | 18.10%-3.6pp | 27.15%-12.7pp | 35.66%-21.2pp |
| Employer contribution / active EE | $1,335 | $2,280-41.5% | $3,953-66.2% | $2,757-51.6% |
| Participant deferral / active EE | $1,785 | $4,404-59.5% | $6,281-71.6% | $4,299-58.5% |
| Admin fee / account holder | $1,096 | $7,156-84.7% | $10,424-89.5% | $6,924-84.2% |