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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 | $17,437 | $56,054-68.9% | $171,082-89.8% | $62,881-72.3% |
| Participation rate | 46.3% | 62.9%-16.5pp | 76.7%-30.4pp | 69.3%-23.0pp |
| Annual return | 10.12% | 22.52%-12.4pp | 32.56%-22.4pp | 20.14%-10.0pp |
| Employer contribution / active EE | $1,052 | $1,731-39.2% | $4,002-73.7% | $2,281-53.9% |
| Participant deferral / active EE | $2,193 | $3,158-30.6% | $4,797-54.3% | $3,203-31.5% |
| Admin fee / account holder | $2,766 | $3,647-24.1% | $8,520-67.5% | $4,296-35.6% |