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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 | $22,428 | $47,848-53.1% | $81,473-72.5% | $70,124-68.0% |
| Participation rate | 54.3% | 58.3%-4.0pp | 68.0%-13.7pp | 69.5%-15.3pp |
| Annual return | 13.49% | 27.25%-13.8pp | 38.78%-25.3pp | 73.14%-59.7pp |
| Employer contribution / active EE | $901 | $1,527-41.0% | $2,568-64.9% | $2,342-61.5% |
| Participant deferral / active EE | $1,334 | $2,453-45.6% | $3,537-62.3% | $3,332-60.0% |
| Admin fee / account holder | $3,172 | $3,145+0.8% | $4,561-30.5% | $4,645-31.7% |