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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 | $21,533 | $63,809-66.3% | $81,353-73.5% | $80,935-73.4% |
| Participation rate | 55.0% | 63.9%-8.9pp | 69.5%-14.5pp | 67.7%-12.7pp |
| Annual return | 13.64% | 16.37%-2.7pp | 24.82%-11.2pp | 35.66%-22.0pp |
| Employer contribution / active EE | $1,185 | $1,981-40.2% | $2,464-51.9% | $2,757-57.0% |
| Participant deferral / active EE | $3,270 | $3,093+5.7% | $3,885-15.8% | $4,299-23.9% |
| Admin fee / account holder | $943 | $5,686-83.4% | $5,766-83.6% | $6,924-86.4% |