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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 | $23,793 | $76,834-69.0% | $108,359-78.0% | $87,485-72.8% |
| Participation rate | 57.5% | 61.7%-4.2pp | 70.1%-12.6pp | 68.9%-11.4pp |
| Annual return | 14.59% | 19.09%-4.5pp | 36.89%-22.3pp | 26.06%-11.5pp |
| Employer contribution / active EE | $1,112 | $1,556-28.6% | $2,399-53.7% | $2,596-57.2% |
| Participant deferral / active EE | $3,381 | $3,100+9.1% | $4,137-18.3% | $4,274-20.9% |
| Admin fee / account holder | $1,459 | $6,537-77.7% | $9,741-85.0% | $7,775-81.2% |