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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 | $21,396 | $99,345-78.5% | $84,753-74.8% | $273,972-92.2% |
| Participation rate | 47.1% | 80.7%-33.6pp | 76.6%-29.5pp | 83.0%-36.0pp |
| Annual return | 14.93% | 22.93%-8.0pp | 22.78%-7.9pp | 41.46%-26.5pp |
| Employer contribution / active EE | $1,907 | $4,214-54.8% | $3,574-46.7% | $4,869-60.8% |
| Participant deferral / active EE | $4,984 | $4,270+16.7% | $3,712+34.3% | $5,287-5.7% |
| Admin fee / account holder | $423 | $6,645-93.6% | $5,333-92.1% | $10,133-95.8% |