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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 | $58,848-62.9% | $88,179-75.3% | $82,637-73.6% |
| Participation rate | 41.3% | 57.9%-16.6pp | 69.1%-27.8pp | 68.1%-26.8pp |
| Annual return | 19.60% | 22.76%-3.2pp | 64.97%-45.4pp | 53.51%-33.9pp |
| Employer contribution / active EE | $1,096 | $1,678-34.7% | $2,549-57.0% | $2,552-57.1% |
| Participant deferral / active EE | $2,304 | $3,124-26.3% | $4,614-50.1% | $4,126-44.2% |
| Admin fee / account holder | $2,065 | $4,795-56.9% | $7,673-73.1% | $7,339-71.9% |