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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 | $20,346 | $73,787-72.4% | $98,716-79.4% | $82,448-75.3% |
| Participation rate | 34.4% | 61.4%-27.0pp | 69.3%-34.9pp | 68.1%-33.7pp |
| Annual return | 16.63% | 18.57%-1.9pp | 31.81%-15.2pp | 41.64%-25.0pp |
| Employer contribution / active EE | $931 | $1,511-38.4% | $2,279-59.1% | $2,551-63.5% |
| Participant deferral / active EE | $1,450 | $3,081-53.0% | $4,048-64.2% | $4,139-65.0% |
| Admin fee / account holder | $3,104 | $6,500-52.2% | $8,703-64.3% | $7,234-57.1% |