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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 | $22,294 | $93,064-76.0% | $74,577-70.1% | $273,972-91.9% |
| Participation rate | 42.9% | 74.9%-32.1pp | 68.1%-25.3pp | 83.0%-40.2pp |
| Annual return | 5.78% | 26.18%-20.4pp | 20.47%-14.7pp | 41.46%-35.7pp |
| Employer contribution / active EE | $1,336 | $3,160-57.7% | $2,525-47.1% | $4,869-72.6% |
| Participant deferral / active EE | $6,286 | $4,160+51.1% | $3,458+81.8% | $5,287+18.9% |
| Admin fee / account holder | $2,402 | $5,273-54.5% | $4,138-42.0% | $10,133-76.3% |