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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 | $21,307 | $78,015-72.7% | $178,505-88.1% | $80,959-73.7% |
| Participation rate | 53.4% | 65.7%-12.3pp | 77.1%-23.7pp | 67.7%-14.3pp |
| Annual return | 14.34% | 18.10%-3.8pp | 27.16%-12.8pp | 35.67%-21.3pp |
| Employer contribution / active EE | $1,685 | $2,281-26.2% | $3,955-57.4% | $2,757-38.9% |
| Participant deferral / active EE | $3,610 | $4,406-18.1% | $6,280-42.5% | $4,300-16.1% |
| Admin fee / account holder | $770 | $7,160-89.2% | $10,428-92.6% | $6,925-88.9% |