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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 | $20,917 | $63,809-67.2% | $81,353-74.3% | $80,935-74.2% |
| Participation rate | 45.3% | 63.9%-18.6pp | 69.5%-24.3pp | 67.7%-22.4pp |
| Annual return | 14.00% | 16.37%-2.4pp | 24.82%-10.8pp | 35.66%-21.7pp |
| Employer contribution / active EE | $961 | $1,981-51.5% | $2,464-61.0% | $2,757-65.1% |
| Participant deferral / active EE | $2,109 | $3,093-31.8% | $3,885-45.7% | $4,299-51.0% |
| Admin fee / account holder | $2,443 | $5,686-57.0% | $5,766-57.6% | $6,924-64.7% |