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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 | $23,434 | $56,060-58.2% | $76,002-69.2% | $80,874-71.0% |
| Participation rate | 41.4% | 62.0%-20.7pp | 69.1%-27.7pp | 67.6%-26.3pp |
| Annual return | 17.57% | 20.54%-3.0pp | 360.07%-342.5pp | 35.62%-18.0pp |
| Employer contribution / active EE | $1,269 | $1,873-32.2% | $2,688-52.8% | $2,756-53.9% |
| Participant deferral / active EE | $2,219 | $3,051-27.3% | $4,257-47.9% | $4,297-48.4% |
| Admin fee / account holder | $966 | $5,237-81.6% | $6,414-84.9% | $6,935-86.1% |