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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 | $13,169 | $67,894-80.6% | $89,340-85.3% | $82,448-84.0% |
| Participation rate | 53.6% | 64.0%-10.5pp | 69.6%-16.0pp | 68.1%-14.5pp |
| Annual return | 17.60% | 19.21%-1.6pp | 20.57%-3.0pp | 41.64%-24.0pp |
| Employer contribution / active EE | $1,026 | $1,828-43.9% | $2,231-54.0% | $2,551-59.8% |
| Participant deferral / active EE | $1,437 | $3,072-53.2% | $3,823-62.4% | $4,139-65.3% |
| Admin fee / account holder | $1,553 | $5,723-72.9% | $6,704-76.8% | $7,234-78.5% |