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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 | $20,350 | $78,015-73.9% | $178,505-88.6% | $80,959-74.9% |
| Participation rate | 41.9% | 65.7%-23.7pp | 77.1%-35.2pp | 67.7%-25.7pp |
| Annual return | 14.06% | 18.10%-4.0pp | 27.16%-13.1pp | 35.67%-21.6pp |
| Employer contribution / active EE | $1,512 | $2,281-33.7% | $3,955-61.8% | $2,757-45.2% |
| Participant deferral / active EE | $1,512 | $4,406-65.7% | $6,280-75.9% | $4,300-64.8% |
| Admin fee / account holder | $1,917 | $7,160-73.2% | $10,428-81.6% | $6,925-72.3% |