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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 | $69,444-70.1% | $92,985-77.7% | $87,485-76.3% |
| Participation rate | 56.1% | 63.3%-7.2pp | 69.5%-13.4pp | 68.9%-12.8pp |
| Annual return | 0.00% | 23.85%-23.9pp | 27.99%-28.0pp | 26.06%-26.1pp |
| Employer contribution / active EE | $1,375 | $1,917-28.3% | $2,662-48.4% | $2,596-47.0% |
| Participant deferral / active EE | $1,944 | $3,364-42.2% | $4,377-55.6% | $4,274-54.5% |
| Admin fee / account holder | $2,182 | $6,137-64.4% | $9,463-76.9% | $7,775-71.9% |