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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 | $24,774 | $81,504-69.6% | $102,437-75.8% | $80,959-69.4% |
| Participation rate | 57.1% | 66.9%-9.7pp | 74.5%-17.4pp | 67.7%-10.5pp |
| Annual return | 13.92% | 25.60%-11.7pp | 24.95%-11.0pp | 35.67%-21.7pp |
| Employer contribution / active EE | $1,150 | $3,104-62.9% | $3,871-70.3% | $2,757-58.3% |
| Participant deferral / active EE | $2,544 | $3,871-34.3% | $5,060-49.7% | $4,300-40.8% |
| Admin fee / account holder | $1,793 | $6,719-73.3% | $8,388-78.6% | $6,925-74.1% |