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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 | $20,553 | $42,909-52.1% | $152,093-86.5% | $71,012-71.1% |
| Participation rate | 34.3% | 54.7%-20.3pp | 77.8%-43.4pp | 58.6%-24.2pp |
| Annual return | 14.86% | 30.57%-15.7pp | 66.36%-51.5pp | 37.67%-22.8pp |
| Employer contribution / active EE | $479 | $1,369-65.0% | $4,175-88.5% | $2,348-79.6% |
| Participant deferral / active EE | $1,485 | $1,904-22.0% | $5,451-72.8% | $3,246-54.3% |
| Admin fee / account holder | $1,174 | $1,014+15.8% | $14,497-91.9% | $1,167+0.6% |