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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 | $22,499 | $102,609-78.1% | $98,090-77.1% | $138,895-83.8% |
| Participation rate | 52.4% | 82.8%-30.4pp | 81.5%-29.2pp | 79.9%-27.5pp |
| Annual return | 18.08% | 36.44%-18.4pp | 37.05%-19.0pp | 145.39%-127.3pp |
| Employer contribution / active EE | $1,146 | $3,867-70.4% | $3,606-68.2% | $4,194-72.7% |
| Participant deferral / active EE | $2,422 | $8,167-70.3% | $7,845-69.1% | $6,396-62.1% |
| Admin fee / account holder | $1,473 | $11,434-87.1% | $11,815-87.5% | $12,562-88.3% |