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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 | $19,954 | $93,064-78.6% | $74,577-73.2% | $273,972-92.7% |
| Participation rate | 57.1% | 74.9%-17.8pp | 68.1%-11.0pp | 83.0%-25.9pp |
| Annual return | 4.39% | 26.18%-21.8pp | 20.47%-16.1pp | 41.46%-37.1pp |
| Employer contribution / active EE | $713 | $3,160-77.4% | $2,525-71.8% | $4,869-85.4% |
| Participant deferral / active EE | $1,772 | $4,160-57.4% | $3,458-48.8% | $5,287-66.5% |
| Admin fee / account holder | $3,360 | $5,273-36.3% | $4,138-18.8% | $10,133-66.8% |