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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 | $21,974 | $63,845-65.6% | $81,370-73.0% | $80,959-72.9% |
| Participation rate | 31.4% | 63.9%-32.5pp | 69.5%-38.1pp | 67.7%-36.3pp |
| Annual return | 15.12% | 16.37%-1.3pp | 24.85%-9.7pp | 35.67%-20.6pp |
| Employer contribution / active EE | $1,114 | $1,980-43.7% | $2,464-54.8% | $2,757-59.6% |
| Participant deferral / active EE | $2,515 | $3,093-18.7% | $3,885-35.3% | $4,300-41.5% |
| Admin fee / account holder | $1,914 | $5,688-66.3% | $5,749-66.7% | $6,925-72.4% |