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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 | $24,450 | $93,064-73.7% | $74,577-67.2% | $273,972-91.1% |
| Participation rate | 55.6% | 74.9%-19.4pp | 68.1%-12.6pp | 83.0%-27.5pp |
| Annual return | 7.93% | 26.18%-18.3pp | 20.47%-12.5pp | 41.46%-33.5pp |
| Employer contribution / active EE | $736 | $3,160-76.7% | $2,525-70.9% | $4,869-84.9% |
| Participant deferral / active EE | $1,628 | $4,160-60.9% | $3,458-52.9% | $5,287-69.2% |
| Admin fee / account holder | $1,157 | $5,273-78.1% | $4,138-72.0% | $10,133-88.6% |