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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 | $19,737 | $78,015-74.7% | $178,505-88.9% | $80,959-75.6% |
| Participation rate | 60.9% | 65.7%-4.8pp | 77.1%-16.2pp | 67.7%-6.8pp |
| Annual return | 17.31% | 18.10%-0.8pp | 27.16%-9.8pp | 35.67%-18.4pp |
| Employer contribution / active EE | $1,869 | $2,281-18.1% | $3,955-52.7% | $2,757-32.2% |
| Participant deferral / active EE | $2,520 | $4,406-42.8% | $6,280-59.9% | $4,300-41.4% |
| Admin fee / account holder | $612 | $7,160-91.5% | $10,428-94.1% | $6,925-91.2% |