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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 | $23,798 | $78,013-69.5% | $178,449-86.7% | $80,911-70.6% |
| Participation rate | 36.7% | 65.7%-28.9pp | 77.1%-40.4pp | 67.6%-30.9pp |
| Annual return | 15.81% | 18.07%-2.3pp | 27.09%-11.3pp | 35.63%-19.8pp |
| Employer contribution / active EE | $1,352 | $2,287-40.9% | $3,951-65.8% | $2,756-50.9% |
| Participant deferral / active EE | $2,214 | $4,408-49.8% | $6,277-64.7% | $4,297-48.5% |
| Admin fee / account holder | $4,260 | $7,166-40.6% | $10,362-58.9% | $6,935-38.6% |