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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 | $18,049 | $77,962-76.8% | $178,540-89.9% | $80,935-77.7% |
| Participation rate | 51.3% | 65.7%-14.4pp | 77.1%-25.8pp | 67.7%-16.4pp |
| Annual return | 16.64% | 18.10%-1.5pp | 27.15%-10.5pp | 35.66%-19.0pp |
| Employer contribution / active EE | $1,040 | $2,280-54.4% | $3,953-73.7% | $2,757-62.3% |
| Participant deferral / active EE | $1,552 | $4,404-64.8% | $6,281-75.3% | $4,299-63.9% |
| Admin fee / account holder | $3,374 | $7,156-52.9% | $10,424-67.6% | $6,924-51.3% |