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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 | $24,938 | $87,166-71.4% | $76,735-67.5% | $137,256-81.8% |
| Participation rate | 55.0% | 74.4%-19.4pp | 69.5%-14.5pp | 80.0%-25.0pp |
| Annual return | 18.56% | 26.50%-7.9pp | 29.77%-11.2pp | 220.34%-201.8pp |
| Employer contribution / active EE | $1,545 | $2,904-46.8% | $2,454-37.0% | $4,156-62.8% |
| Participant deferral / active EE | $3,452 | $4,726-27.0% | $4,088-15.5% | $6,407-46.1% |
| Admin fee / account holder | $519 | $8,403-93.8% | $7,189-92.8% | $12,270-95.8% |