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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 | $19,914 | $63,809-68.8% | $81,353-75.5% | $80,935-75.4% |
| Participation rate | 55.6% | 63.9%-8.3pp | 69.5%-14.0pp | 67.7%-12.1pp |
| Annual return | 14.23% | 16.37%-2.1pp | 24.82%-10.6pp | 35.66%-21.4pp |
| Employer contribution / active EE | $933 | $1,981-52.9% | $2,464-62.1% | $2,757-66.1% |
| Participant deferral / active EE | $2,697 | $3,093-12.8% | $3,885-30.6% | $4,299-37.3% |
| Admin fee / account holder | $1,688 | $5,686-70.3% | $5,766-70.7% | $6,924-75.6% |