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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 | $18,263 | $52,580-65.3% | $71,671-74.5% | $70,131-74.0% |
| Participation rate | 57.0% | 60.9%-3.9pp | 68.7%-11.8pp | 69.5%-12.6pp |
| Annual return | 17.35% | 20.25%-2.9pp | 20.65%-3.3pp | 73.14%-55.8pp |
| Employer contribution / active EE | $942 | $1,616-41.7% | $2,460-61.7% | $2,342-59.8% |
| Participant deferral / active EE | $1,823 | $2,386-23.6% | $3,438-47.0% | $3,332-45.3% |
| Admin fee / account holder | $1,344 | $3,653-63.2% | $5,558-75.8% | $4,645-71.1% |