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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 | $23,191 | $54,541-57.5% | $78,778-70.6% | $70,124-66.9% |
| Participation rate | 38.7% | 60.8%-22.1pp | 69.2%-30.5pp | 69.5%-30.9pp |
| Annual return | 14.58% | 21.07%-6.5pp | 35.62%-21.0pp | 73.14%-58.6pp |
| Employer contribution / active EE | $686 | $1,089-36.9% | $1,986-65.4% | $2,342-70.7% |
| Participant deferral / active EE | $1,003 | $2,210-54.6% | $2,958-66.1% | $3,332-69.9% |
| Admin fee / account holder | $1,439 | $3,709-61.2% | $5,134-72.0% | $4,645-69.0% |