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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 | $69,444-64.5% | $92,985-73.5% | $87,485-71.8% |
| Participation rate | 33.3% | 63.3%-30.0pp | 69.5%-36.2pp | 68.9%-35.6pp |
| Annual return | 22.70% | 23.85%-1.2pp | 27.99%-5.3pp | 26.06%-3.4pp |
| Employer contribution / active EE | $1,151 | $1,917-39.9% | $2,662-56.7% | $2,596-55.7% |
| Participant deferral / active EE | $2,085 | $3,364-38.0% | $4,377-52.4% | $4,274-51.2% |
| Admin fee / account holder | $542 | $6,137-91.2% | $9,463-94.3% | $7,775-93.0% |