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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 | $20,688 | $57,140-63.8% | $85,240-75.7% | $80,959-74.4% |
| Participation rate | 39.1% | 56.4%-17.3pp | 67.5%-28.4pp | 67.7%-28.5pp |
| Annual return | 15.08% | 21.71%-6.6pp | 66.75%-51.7pp | 35.67%-20.6pp |
| Employer contribution / active EE | $1,233 | $1,802-31.6% | $2,735-54.9% | $2,757-55.3% |
| Participant deferral / active EE | $2,509 | $3,115-19.5% | $4,527-44.6% | $4,300-41.7% |
| Admin fee / account holder | $544 | $4,992-89.1% | $6,165-91.2% | $6,925-92.2% |