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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 | $24,637 | $58,627-58.0% | $76,735-67.9% | $82,448-70.1% |
| Participation rate | 33.3% | 63.2%-29.9pp | 69.5%-36.2pp | 68.1%-34.7pp |
| Annual return | 22.70% | 39.10%-16.4pp | 29.77%-7.1pp | 41.64%-18.9pp |
| Employer contribution / active EE | $1,151 | $1,729-33.4% | $2,454-53.1% | $2,551-54.9% |
| Participant deferral / active EE | $2,085 | $3,134-33.5% | $4,088-49.0% | $4,139-49.6% |
| Admin fee / account holder | $542 | $5,323-89.8% | $7,189-92.5% | $7,234-92.5% |