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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 | $21,330 | $73,787-71.1% | $98,716-78.4% | $82,448-74.1% |
| Participation rate | 16.1% | 61.4%-45.3pp | 69.3%-53.2pp | 68.1%-51.9pp |
| Annual return | 15.46% | 18.57%-3.1pp | 31.81%-16.3pp | 41.64%-26.2pp |
| Employer contribution / active EE | $2,235 | $1,511+47.9% | $2,279-1.9% | $2,551-12.4% |
| Participant deferral / active EE | $3,379 | $3,081+9.7% | $4,048-16.5% | $4,139-18.4% |
| Admin fee / account holder | $2,318 | $6,500-64.3% | $8,703-73.4% | $7,234-68.0% |