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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 | $20,057 | $71,230-71.8% | $93,727-78.6% | $80,959-75.2% |
| Participation rate | 37.3% | 60.4%-23.1pp | 68.7%-31.4pp | 67.7%-30.4pp |
| Annual return | 9.97% | 11.26%-1.3pp | 133.83%-123.9pp | 35.67%-25.7pp |
| Employer contribution / active EE | $1,472 | $1,565-6.0% | $2,421-39.2% | $2,757-46.6% |
| Participant deferral / active EE | $2,768 | $4,037-31.4% | $4,417-37.3% | $4,300-35.6% |
| Admin fee / account holder | $8,238 | $6,961+18.3% | $8,292-0.6% | $6,925+19.0% |