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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 | $23,478 | $54,757-57.1% | $90,304-74.0% | $72,975-67.8% |
| Participation rate | 55.9% | 65.2%-9.3pp | 73.3%-17.4pp | 69.5%-13.6pp |
| Annual return | 23.66% | 30.63%-7.0pp | 78.13%-54.5pp | 81.01%-57.4pp |
| Employer contribution / active EE | $1,894 | $2,093-9.5% | $2,855-33.7% | $2,440-22.4% |
| Participant deferral / active EE | $3,189 | $2,887+10.5% | $3,885-17.9% | $3,608-11.6% |
| Admin fee / account holder | $1,488 | $3,973-62.6% | $5,354-72.2% | $5,124-71.0% |