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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 | $18,259 | $63,809-71.4% | $81,353-77.6% | $80,935-77.4% |
| Participation rate | 31.0% | 63.9%-32.9pp | 69.5%-38.5pp | 67.7%-36.6pp |
| Annual return | 21.55% | 16.37%+5.2pp | 24.82%-3.3pp | 35.66%-14.1pp |
| Employer contribution / active EE | $985 | $1,981-50.3% | $2,464-60.0% | $2,757-64.3% |
| Participant deferral / active EE | $1,094 | $3,093-64.6% | $3,885-71.8% | $4,299-74.6% |
| Admin fee / account holder | $1,909 | $5,686-66.4% | $5,766-66.9% | $6,924-72.4% |