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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 | $24,235 | $63,809-62.0% | $81,353-70.2% | $80,935-70.1% |
| Participation rate | 52.4% | 63.9%-11.5pp | 69.5%-17.2pp | 67.7%-15.3pp |
| Annual return | 14.89% | 16.37%-1.5pp | 24.82%-9.9pp | 35.66%-20.8pp |
| Employer contribution / active EE | $487 | $1,981-75.4% | $2,464-80.2% | $2,757-82.3% |
| Participant deferral / active EE | $2,537 | $3,093-18.0% | $3,885-34.7% | $4,299-41.0% |
| Admin fee / account holder | $3,999 | $5,686-29.7% | $5,766-30.6% | $6,924-42.2% |