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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 | $19,173 | $63,845-70.0% | $81,370-76.4% | $80,959-76.3% |
| Participation rate | 33.3% | 63.9%-30.5pp | 69.5%-36.2pp | 67.7%-34.3pp |
| Annual return | 12.48% | 16.37%-3.9pp | 24.85%-12.4pp | 35.67%-23.2pp |
| Employer contribution / active EE | $769 | $1,980-61.2% | $2,464-68.8% | $2,757-72.1% |
| Participant deferral / active EE | $2,198 | $3,093-28.9% | $3,885-43.4% | $4,300-48.9% |
| Admin fee / account holder | $598 | $5,688-89.5% | $5,749-89.6% | $6,925-91.4% |