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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 | $21,803 | $81,446-73.2% | $103,374-78.9% | $80,874-73.0% |
| Participation rate | 40.4% | 66.9%-26.4pp | 74.5%-34.1pp | 67.6%-27.2pp |
| Annual return | 13.06% | 25.57%-12.5pp | 24.89%-11.8pp | 35.62%-22.6pp |
| Employer contribution / active EE | $1,118 | $3,107-64.0% | $3,869-71.1% | $2,756-59.4% |
| Participant deferral / active EE | $1,733 | $3,870-55.2% | $5,058-65.7% | $4,297-59.7% |
| Admin fee / account holder | $2,585 | $6,715-61.5% | $8,394-69.2% | $6,935-62.7% |