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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 | $21,979 | $56,054-60.8% | $171,082-87.2% | $62,881-65.0% |
| Participation rate | 29.8% | 62.9%-33.1pp | 76.7%-46.9pp | 69.3%-39.5pp |
| Annual return | 13.01% | 22.52%-9.5pp | 32.56%-19.5pp | 20.14%-7.1pp |
| Employer contribution / active EE | $1,538 | $1,731-11.2% | $4,002-61.6% | $2,281-32.6% |
| Participant deferral / active EE | $3,015 | $3,158-4.5% | $4,797-37.1% | $3,203-5.9% |
| Admin fee / account holder | $4,292 | $3,647+17.7% | $8,520-49.6% | $4,296-0.1% |