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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 | $21,806 | $52,580-58.5% | $71,671-69.6% | $70,126-68.9% |
| Participation rate | 45.9% | 60.9%-15.0pp | 68.7%-22.9pp | 69.5%-23.7pp |
| Annual return | 17.48% | 20.25%-2.8pp | 20.65%-3.2pp | 73.15%-55.7pp |
| Employer contribution / active EE | $753 | $1,616-53.4% | $2,460-69.4% | $2,343-67.9% |
| Participant deferral / active EE | $1,307 | $2,386-45.2% | $3,438-62.0% | $3,332-60.8% |
| Admin fee / account holder | $1,255 | $3,653-65.6% | $5,558-77.4% | $4,645-73.0% |