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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 | $18,537 | $69,590-73.4% | $136,867-86.5% | $94,015-80.3% |
| Participation rate | 57.1% | 66.3%-9.2pp | 74.5%-17.4pp | 70.8%-13.7pp |
| Annual return | 18.27% | 19.62%-1.3pp | 42.97%-24.7pp | 17.84%+0.4pp |
| Employer contribution / active EE | $1,332 | $2,396-44.4% | $3,547-62.5% | $2,790-52.3% |
| Participant deferral / active EE | $2,541 | $3,437-26.1% | $4,924-48.4% | $4,249-40.2% |
| Admin fee / account holder | $8,133 | $8,912-8.7% | $10,340-21.4% | $8,951-9.1% |