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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 | $19,489 | $107,733-81.9% | $92,985-79.0% | $154,746-87.4% |
| Participation rate | 54.2% | 74.6%-20.4pp | 69.5%-15.3pp | 80.7%-26.5pp |
| Annual return | 14.92% | 30.39%-15.5pp | 27.99%-13.1pp | 172.34%-157.4pp |
| Employer contribution / active EE | $864 | $3,126-72.4% | $2,662-67.5% | $4,379-80.3% |
| Participant deferral / active EE | $1,704 | $5,053-66.3% | $4,377-61.1% | $6,730-74.7% |
| Admin fee / account holder | $1,109 | $11,369-90.2% | $9,463-88.3% | $14,365-92.3% |