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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 | $20,739 | $72,471-71.4% | $94,215-78.0% | $86,983-76.2% |
| Participation rate | 56.1% | 63.9%-7.8pp | 70.0%-13.9pp | 69.5%-13.4pp |
| Annual return | 0.00% | 26.44%-26.4pp | 28.22%-28.2pp | 25.83%-25.8pp |
| Employer contribution / active EE | $1,375 | $1,936-29.0% | $2,675-48.6% | $2,584-46.8% |
| Participant deferral / active EE | $1,944 | $3,397-42.8% | $4,276-54.5% | $4,194-53.7% |
| Admin fee / account holder | $2,182 | $6,468-66.3% | $10,216-78.6% | $7,856-72.2% |