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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 | $69,273-66.0% | $90,796-74.0% | $82,637-71.5% |
| Participation rate | 58.8% | 64.0%-5.2pp | 69.5%-10.7pp | 68.1%-9.2pp |
| Annual return | 17.65% | 18.37%-0.7pp | 19.29%-1.6pp | 53.51%-35.9pp |
| Employer contribution / active EE | $754 | $1,865-59.6% | $2,294-67.1% | $2,552-70.4% |
| Participant deferral / active EE | $1,818 | $3,047-40.3% | $3,822-52.4% | $4,126-55.9% |
| Admin fee / account holder | $1,427 | $5,511-74.1% | $7,024-79.7% | $7,339-80.6% |