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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 | $23,172 | $75,541-69.3% | $152,093-84.8% | $82,637-72.0% |
| Participation rate | 51.8% | 66.5%-14.8pp | 77.8%-26.0pp | 68.1%-16.3pp |
| Annual return | 14.64% | 32.56%-17.9pp | 66.36%-51.7pp | 53.51%-38.9pp |
| Employer contribution / active EE | $1,266 | $2,622-51.7% | $4,175-69.7% | $2,552-50.4% |
| Participant deferral / active EE | $2,902 | $3,206-9.5% | $5,451-46.8% | $4,126-29.7% |
| Admin fee / account holder | $3,530 | $6,405-44.9% | $14,497-75.6% | $7,339-51.9% |