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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 | $19,587 | $52,580-62.7% | $71,671-72.7% | $70,126-72.1% |
| Participation rate | 37.1% | 60.9%-23.8pp | 68.7%-31.6pp | 69.5%-32.4pp |
| Annual return | 25.73% | 20.25%+5.5pp | 20.65%+5.1pp | 73.15%-47.4pp |
| Employer contribution / active EE | $955 | $1,616-40.9% | $2,460-61.2% | $2,343-59.2% |
| Participant deferral / active EE | $1,670 | $2,386-30.0% | $3,438-51.4% | $3,332-49.9% |
| Admin fee / account holder | $3,388 | $3,653-7.3% | $5,558-39.1% | $4,645-27.1% |