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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 | $22,583 | $81,358-72.2% | $155,556-85.5% | $80,959-72.1% |
| Participation rate | 48.3% | 66.3%-18.0pp | 78.2%-29.9pp | 67.7%-19.4pp |
| Annual return | 11.88% | 33.39%-21.5pp | 64.84%-53.0pp | 35.67%-23.8pp |
| Employer contribution / active EE | $1,682 | $3,106-45.9% | $4,675-64.0% | $2,757-39.0% |
| Participant deferral / active EE | $3,162 | $3,455-8.5% | $5,631-43.8% | $4,300-26.5% |
| Admin fee / account holder | $2,682 | $7,994-66.4% | $15,885-83.1% | $6,925-61.3% |