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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 | $23,366 | $63,845-63.4% | $81,370-71.3% | $80,959-71.1% |
| Participation rate | 43.2% | 63.9%-20.6pp | 69.5%-26.3pp | 67.7%-24.4pp |
| Annual return | 19.45% | 16.37%+3.1pp | 24.85%-5.4pp | 35.67%-16.2pp |
| Employer contribution / active EE | $1,672 | $1,980-15.5% | $2,464-32.1% | $2,757-39.3% |
| Participant deferral / active EE | $3,540 | $3,093+14.5% | $3,885-8.9% | $4,300-17.7% |
| Admin fee / account holder | $1,245 | $5,688-78.1% | $5,749-78.3% | $6,925-82.0% |