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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 | $19,864 | $64,920-69.4% | $103,693-80.8% | $86,983-77.2% |
| Participation rate | 61.5% | 63.6%-2.1pp | 72.6%-11.1pp | 69.5%-8.0pp |
| Annual return | 12.28% | 30.29%-18.0pp | 47.61%-35.3pp | 25.83%-13.5pp |
| Employer contribution / active EE | $761 | $2,141-64.5% | $2,920-74.0% | $2,584-70.6% |
| Participant deferral / active EE | $1,032 | $3,241-68.1% | $4,579-77.5% | $4,194-75.4% |
| Admin fee / account holder | $2,912 | $6,191-53.0% | $7,858-62.9% | $7,856-62.9% |