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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 | $17,687 | $94,439-81.3% | $73,658-76.0% | $154,746-88.6% |
| Participation rate | 56.5% | 64.7%-8.1pp | 57.0%-0.5pp | 80.7%-24.2pp |
| Annual return | 23.04% | 28.25%-5.2pp | 29.72%-6.7pp | 172.34%-149.3pp |
| Employer contribution / active EE | $954 | $1,257-24.2% | $1,032-7.6% | $4,379-78.2% |
| Participant deferral / active EE | $4,359 | $2,527+72.5% | $2,062+111.4% | $6,730-35.2% |
| Admin fee / account holder | $2,550 | $3,843-33.6% | $3,357-24.0% | $14,365-82.2% |