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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 | $23,899 | $64,359-62.9% | $90,161-73.5% | $70,126-65.9% |
| Participation rate | 61.8% | 70.4%-8.6pp | 76.9%-15.1pp | 69.5%-7.7pp |
| Annual return | 16.75% | 28.13%-11.4pp | 34.89%-18.1pp | 73.15%-56.4pp |
| Employer contribution / active EE | $2,203 | $2,046+7.7% | $3,318-33.6% | $2,343-5.9% |
| Participant deferral / active EE | $0 | $4,389-100.0% | $5,287-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,540 | $3,945-61.0% | $5,943-74.1% | $4,645-66.8% |