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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 | $20,336 | $48,300-57.9% | $40,145,923-99.9% | $62,881-67.7% |
| Participation rate | 50.0% | 62.0%-12.0pp | 68.4%-18.4pp | 69.3%-19.3pp |
| Annual return | 6.34% | 6.95%-0.6pp | 5.24%+1.1pp | 20.14%-13.8pp |
| Employer contribution / active EE | $739 | $1,333-44.6% | $1,844-59.9% | $2,281-67.6% |
| Participant deferral / active EE | $1,435 | $2,388-39.9% | $2,591-44.6% | $3,203-55.2% |
| Admin fee / account holder | $679 | $2,919-76.7% | $2,903-76.6% | $4,296-84.2% |