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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 | $21,786 | $57,541-62.1% | $95,759-77.2% | $75,177-71.0% |
| Participation rate | 54.8% | 62.5%-7.7pp | 72.3%-17.4pp | 67.2%-12.4pp |
| Annual return | 20.74% | 34.93%-14.2pp | 28.42%-7.7pp | 160.75%-140.0pp |
| Employer contribution / active EE | $1,021 | $1,808-43.5% | $2,836-64.0% | $2,671-61.8% |
| Participant deferral / active EE | $2,491 | $3,074-19.0% | $4,244-41.3% | $4,126-39.6% |
| Admin fee / account holder | $1,998 | $4,099-51.3% | $5,678-64.8% | $5,651-64.7% |