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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 | $20,629 | $124,425-83.4% | $112,040-81.6% | $137,256-85.0% |
| Participation rate | 33.3% | 79.3%-46.0pp | 76.5%-43.2pp | 80.0%-46.6pp |
| Annual return | 12.57% | 24.72%-12.1pp | 24.52%-11.9pp | 220.34%-207.8pp |
| Employer contribution / active EE | $1,174 | $3,411-65.6% | $2,954-60.2% | $4,156-71.7% |
| Participant deferral / active EE | $2,511 | $5,718-56.1% | $5,098-50.7% | $6,407-60.8% |
| Admin fee / account holder | $7,049 | $15,207-53.6% | $12,098-41.7% | $12,270-42.5% |