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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 | $18,367 | $72,027-74.5% | $185,835-90.1% | $79,852-77.0% |
| Participation rate | 50.6% | 65.8%-15.1pp | 78.0%-27.4pp | 69.6%-19.0pp |
| Annual return | 20.34% | 23.13%-2.8pp | 35.96%-15.6pp | 31.72%-11.4pp |
| Employer contribution / active EE | $969 | $1,965-50.7% | $4,087-76.3% | $2,471-60.8% |
| Participant deferral / active EE | $1,563 | $3,780-58.6% | $5,633-72.3% | $3,740-58.2% |
| Admin fee / account holder | $1,612 | $4,513-64.3% | $9,502-83.0% | $5,306-69.6% |