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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 | $21,803 | $57,590-62.1% | $86,233-74.7% | $82,448-73.6% |
| Participation rate | 41.3% | 57.9%-16.6pp | 69.0%-27.7pp | 68.1%-26.8pp |
| Annual return | 19.60% | 22.41%-2.8pp | 61.39%-41.8pp | 41.64%-22.0pp |
| Employer contribution / active EE | $1,096 | $1,655-33.8% | $2,504-56.2% | $2,551-57.0% |
| Participant deferral / active EE | $2,304 | $3,080-25.2% | $4,559-49.5% | $4,139-44.3% |
| Admin fee / account holder | $2,065 | $4,730-56.3% | $8,342-75.2% | $7,234-71.5% |