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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 | $18,046 | $77,814-76.8% | $158,223-88.6% | $86,983-79.3% |
| Participation rate | 46.2% | 68.4%-22.3pp | 79.2%-33.0pp | 69.5%-23.4pp |
| Annual return | 21.97% | 30.54%-8.6pp | 52.09%-30.1pp | 25.83%-3.9pp |
| Employer contribution / active EE | $1,395 | $2,592-46.2% | $4,109-66.0% | $2,584-46.0% |
| Participant deferral / active EE | $2,622 | $3,270-19.8% | $5,467-52.0% | $4,194-37.5% |
| Admin fee / account holder | $1,176 | $5,879-80.0% | $16,047-92.7% | $7,856-85.0% |