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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 | $20,375 | $70,475-71.1% | $100,530-79.7% | $79,858-74.5% |
| Participation rate | 65.7% | 73.7%-7.9pp | 79.4%-13.7pp | 69.6%-3.9pp |
| Annual return | 21.42% | 21.90%-0.5pp | 30.89%-9.5pp | 31.72%-10.3pp |
| Employer contribution / active EE | $1,125 | $2,165-48.0% | $3,418-67.1% | $2,471-54.5% |
| Participant deferral / active EE | $2,314 | $5,181-55.3% | $6,271-63.1% | $3,740-38.1% |
| Admin fee / account holder | $589 | $4,478-86.8% | $8,083-92.7% | $5,306-88.9% |