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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 | $19,906 | $55,713-64.3% | $75,901-73.8% | $72,975-72.7% |
| Participation rate | 58.8% | 61.1%-2.3pp | 69.3%-10.5pp | 69.5%-10.7pp |
| Annual return | 23.26% | 27.60%-4.3pp | 30.76%-7.5pp | 81.01%-57.8pp |
| Employer contribution / active EE | $800 | $1,687-52.6% | $2,501-68.0% | $2,440-67.2% |
| Participant deferral / active EE | $1,088 | $2,634-58.7% | $3,603-69.8% | $3,608-69.8% |
| Admin fee / account holder | $1,504 | $3,980-62.2% | $5,420-72.2% | $5,124-70.6% |