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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 | $21,723 | $49,255-55.9% | $70,494-69.2% | $79,856-72.8% |
| Participation rate | 62.7% | 69.2%-6.4pp | 75.1%-12.3pp | 69.6%-6.9pp |
| Annual return | 23.10% | 30.10%-7.0pp | 109.16%-86.1pp | 31.71%-8.6pp |
| Employer contribution / active EE | $455 | $2,100-78.3% | $2,738-83.4% | $2,471-81.6% |
| Participant deferral / active EE | $2,511 | $2,768-9.3% | $3,711-32.3% | $3,741-32.9% |
| Admin fee / account holder | $1,167 | $2,879-59.5% | $3,848-69.7% | $5,306-78.0% |