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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 | $18,144 | $63,082-71.2% | $81,726-77.8% | $79,856-77.3% |
| Participation rate | 46.1% | 67.5%-21.5pp | 72.0%-25.9pp | 69.6%-23.6pp |
| Annual return | 23.22% | 22.66%+0.6pp | 29.49%-6.3pp | 31.71%-8.5pp |
| Employer contribution / active EE | $833 | $1,795-53.6% | $4,311-80.7% | $2,471-66.3% |
| Participant deferral / active EE | $1,390 | $2,780-50.0% | $7,108-80.4% | $3,741-62.8% |
| Admin fee / account holder | $1,213 | $4,428-72.6% | $5,160-76.5% | $5,306-77.1% |