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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 | $23,903 | $63,082-62.1% | $81,726-70.8% | $79,856-70.1% |
| Participation rate | 52.9% | 67.5%-14.6pp | 72.0%-19.1pp | 69.6%-16.7pp |
| Annual return | 20.22% | 22.66%-2.4pp | 29.49%-9.3pp | 31.71%-11.5pp |
| Employer contribution / active EE | $972 | $1,795-45.8% | $4,311-77.4% | $2,471-60.7% |
| Participant deferral / active EE | $1,710 | $2,780-38.5% | $7,108-75.9% | $3,741-54.3% |
| Admin fee / account holder | $712 | $4,428-83.9% | $5,160-86.2% | $5,306-86.6% |