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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 | $23,438 | $56,544-58.5% | $75,501-69.0% | $70,126-66.6% |
| Participation rate | 45.0% | 68.1%-23.1pp | 72.4%-27.4pp | 69.5%-24.5pp |
| Annual return | 21.43% | 23.59%-2.2pp | 27.35%-5.9pp | 73.15%-51.7pp |
| Employer contribution / active EE | $855 | $1,817-52.9% | $2,352-63.6% | $2,343-63.5% |
| Participant deferral / active EE | $2,016 | $2,580-21.8% | $3,142-35.8% | $3,332-39.5% |
| Admin fee / account holder | $2,058 | $3,827-46.2% | $5,801-64.5% | $4,645-55.7% |