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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 | $21,992 | $81,504-73.0% | $102,437-78.5% | $80,959-72.8% |
| Participation rate | 61.4% | 66.9%-5.4pp | 74.5%-13.1pp | 67.7%-6.2pp |
| Annual return | 12.36% | 25.60%-13.2pp | 24.95%-12.6pp | 35.67%-23.3pp |
| Employer contribution / active EE | $1,728 | $3,104-44.3% | $3,871-55.4% | $2,757-37.3% |
| Participant deferral / active EE | $2,751 | $3,871-28.9% | $5,060-45.6% | $4,300-36.0% |
| Admin fee / account holder | $1,613 | $6,719-76.0% | $8,388-80.8% | $6,925-76.7% |