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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 | $23,207 | $81,487-71.5% | $102,412-77.3% | $80,935-71.3% |
| Participation rate | 36.1% | 66.8%-30.7pp | 74.5%-38.4pp | 67.7%-31.6pp |
| Annual return | 13.92% | 25.60%-11.7pp | 24.94%-11.0pp | 35.66%-21.7pp |
| Employer contribution / active EE | $1,274 | $3,103-59.0% | $3,870-67.1% | $2,757-53.8% |
| Participant deferral / active EE | $2,525 | $3,871-34.8% | $5,060-50.1% | $4,299-41.3% |
| Admin fee / account holder | $969 | $6,717-85.6% | $8,388-88.5% | $6,924-86.0% |