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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 | $23,841 | $45,087-47.1% | $69,483-65.7% | $72,976-67.3% |
| Participation rate | 58.3% | 68.5%-10.1pp | 74.6%-16.3pp | 69.5%-11.2pp |
| Annual return | 21.33% | 22.67%-1.3pp | 28.99%-7.7pp | 81.02%-59.7pp |
| Employer contribution / active EE | $769 | $2,055-62.6% | $2,780-72.3% | $2,440-68.5% |
| Participant deferral / active EE | $1,750 | $2,603-32.8% | $3,537-50.5% | $3,608-51.5% |
| Admin fee / account holder | $571 | $3,057-81.3% | $3,841-85.1% | $5,124-88.8% |