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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 | $24,970 | $78,015-68.0% | $178,505-86.0% | $80,959-69.2% |
| Participation rate | 43.2% | 65.7%-22.4pp | 77.1%-33.9pp | 67.7%-24.4pp |
| Annual return | 16.96% | 18.10%-1.1pp | 27.16%-10.2pp | 35.67%-18.7pp |
| Employer contribution / active EE | $1,625 | $2,281-28.8% | $3,955-58.9% | $2,757-41.1% |
| Participant deferral / active EE | $3,757 | $4,406-14.7% | $6,280-40.2% | $4,300-12.6% |
| Admin fee / account holder | $1,230 | $7,160-82.8% | $10,428-88.2% | $6,925-82.2% |