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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 | $24,740 | $65,246-62.1% | $98,716-74.9% | $67,986-63.6% |
| Participation rate | 28.8% | 51.4%-22.6pp | 69.3%-40.5pp | 57.2%-28.4pp |
| Annual return | 19.54% | 20.58%-1.0pp | 31.81%-12.3pp | 31.67%-12.1pp |
| Employer contribution / active EE | $742 | $1,042-28.8% | $2,279-67.4% | $2,019-63.3% |
| Participant deferral / active EE | $1,168 | $2,594-55.0% | $4,048-71.1% | $3,358-65.2% |
| Admin fee / account holder | $419 | $4,561-90.8% | $8,703-95.2% | $3,203-86.9% |