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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 | $19,501 | $69,444-71.9% | $92,985-79.0% | $87,485-77.7% |
| Participation rate | 39.3% | 63.3%-24.0pp | 69.5%-30.2pp | 68.9%-29.6pp |
| Annual return | 21.76% | 23.85%-2.1pp | 27.99%-6.2pp | 26.06%-4.3pp |
| Employer contribution / active EE | $1,099 | $1,917-42.7% | $2,662-58.7% | $2,596-57.7% |
| Participant deferral / active EE | $1,683 | $3,364-50.0% | $4,377-61.5% | $4,274-60.6% |
| Admin fee / account holder | $1,010 | $6,137-83.5% | $9,463-89.3% | $7,775-87.0% |