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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 | $21,846 | $58,523-62.7% | $99,479-78.0% | $72,976-70.1% |
| Participation rate | 43.5% | 64.6%-21.1pp | 73.8%-30.3pp | 69.5%-25.9pp |
| Annual return | 25.58% | 28.51%-2.9pp | 30.72%-5.1pp | 81.02%-55.4pp |
| Employer contribution / active EE | $803 | $1,512-46.9% | $2,540-68.4% | $2,440-67.1% |
| Participant deferral / active EE | $1,131 | $2,606-56.6% | $3,619-68.7% | $3,608-68.7% |
| Admin fee / account holder | $473 | $4,102-88.5% | $6,253-92.4% | $5,124-90.8% |