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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 | $17,639 | $58,600-69.9% | $83,327-78.8% | $64,173-72.5% |
| Participation rate | 56.8% | 72.0%-15.2pp | 77.8%-20.9pp | 69.6%-12.8pp |
| Annual return | 1.55% | 9.66%-8.1pp | 10.64%-9.1pp | 7.63%-6.1pp |
| Employer contribution / active EE | $1,955 | $2,098-6.8% | $3,379-42.1% | $2,381-17.9% |
| Participant deferral / active EE | $3,397 | $4,656-27.0% | $5,565-39.0% | $3,470-2.1% |
| Admin fee / account holder | $1,348 | $9,282-85.5% | $7,540-82.1% | $4,887-72.4% |