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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 | $23,990 | $46,877-48.8% | $122,354-80.4% | $70,126-65.8% |
| Participation rate | 53.7% | 58.2%-4.6pp | 71.6%-18.0pp | 69.5%-15.9pp |
| Annual return | 13.69% | 24.22%-10.5pp | 30.28%-16.6pp | 73.15%-59.5pp |
| Employer contribution / active EE | $2,089 | $1,288+62.1% | $4,051-48.4% | $2,343-10.8% |
| Participant deferral / active EE | $3,329 | $2,167+53.6% | $3,287+1.3% | $3,332-0.1% |
| Admin fee / account holder | $9,454 | $3,324+184.4% | $5,479+72.6% | $4,645+103.5% |