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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 | $18,084 | $36,948-51.1% | $73,658-75.4% | $87,485-79.3% |
| Participation rate | 45.8% | 46.8%-1.1pp | 57.0%-11.3pp | 68.9%-23.2pp |
| Annual return | 18.01% | 28.64%-10.6pp | 29.72%-11.7pp | 26.06%-8.1pp |
| Employer contribution / active EE | $1,612 | $670+140.6% | $1,032+56.1% | $2,596-37.9% |
| Participant deferral / active EE | $2,085 | $1,379+51.2% | $2,062+1.1% | $4,274-51.2% |
| Admin fee / account holder | $690 | $2,531-72.7% | $3,357-79.4% | $7,775-91.1% |