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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 | $22,097 | $77,962-71.7% | $178,540-87.6% | $80,935-72.7% |
| Participation rate | 60.0% | 65.7%-5.7pp | 77.1%-17.1pp | 67.7%-7.7pp |
| Annual return | 16.86% | 18.10%-1.2pp | 27.15%-10.3pp | 35.66%-18.8pp |
| Employer contribution / active EE | $1,027 | $2,280-55.0% | $3,953-74.0% | $2,757-62.7% |
| Participant deferral / active EE | $1,541 | $4,404-65.0% | $6,281-75.5% | $4,299-64.2% |
| Admin fee / account holder | $830 | $7,156-88.4% | $10,424-92.0% | $6,924-88.0% |