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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 | $20,640 | $77,962-73.5% | $178,540-88.4% | $80,935-74.5% |
| Participation rate | 60.0% | 65.7%-5.7pp | 77.1%-17.1pp | 67.7%-7.7pp |
| Annual return | 11.04% | 18.10%-7.1pp | 27.15%-16.1pp | 35.66%-24.6pp |
| Employer contribution / active EE | $2,251 | $2,280-1.3% | $3,953-43.1% | $2,757-18.3% |
| Participant deferral / active EE | $3,179 | $4,404-27.8% | $6,281-49.4% | $4,299-26.1% |
| Admin fee / account holder | $2,974 | $7,156-58.4% | $10,424-71.5% | $6,924-57.0% |