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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 | $22,029 | $45,266-51.3% | $103,693-78.8% | $65,306-66.3% |
| Participation rate | 52.2% | 53.3%-1.1pp | 72.6%-20.4pp | 57.7%-5.5pp |
| Annual return | 18.35% | 25.10%-6.7pp | 47.61%-29.3pp | 21.94%-3.6pp |
| Employer contribution / active EE | $841 | $1,765-52.4% | $2,920-71.2% | $1,967-57.3% |
| Participant deferral / active EE | $1,856 | $2,099-11.6% | $4,579-59.5% | $2,959-37.3% |
| Admin fee / account holder | $2,685 | $3,221-16.6% | $7,858-65.8% | $3,480-22.8% |