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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 | $23,569 | $67,894-65.3% | $89,340-73.6% | $82,448-71.4% |
| Participation rate | 58.8% | 64.0%-5.2pp | 69.6%-10.7pp | 68.1%-9.2pp |
| Annual return | 17.65% | 19.21%-1.6pp | 20.57%-2.9pp | 41.64%-24.0pp |
| Employer contribution / active EE | $754 | $1,828-58.7% | $2,231-66.2% | $2,551-70.4% |
| Participant deferral / active EE | $1,818 | $3,072-40.8% | $3,823-52.4% | $4,139-56.1% |
| Admin fee / account holder | $1,427 | $5,723-75.1% | $6,704-78.7% | $7,234-80.3% |