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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 | $23,597 | $57,590-59.0% | $86,233-72.6% | $82,448-71.4% |
| Participation rate | 33.8% | 57.9%-24.1pp | 69.0%-35.3pp | 68.1%-34.3pp |
| Annual return | 24.18% | 22.41%+1.8pp | 61.39%-37.2pp | 41.64%-17.5pp |
| Employer contribution / active EE | $1,347 | $1,655-18.6% | $2,504-46.2% | $2,551-47.2% |
| Participant deferral / active EE | $2,260 | $3,080-26.6% | $4,559-50.4% | $4,139-45.4% |
| Admin fee / account holder | $1,381 | $4,730-70.8% | $8,342-83.4% | $7,234-80.9% |