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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 | $20,397 | $54,757-62.7% | $90,304-77.4% | $72,975-72.0% |
| Participation rate | 45.1% | 65.2%-20.1pp | 73.3%-28.2pp | 69.5%-24.4pp |
| Annual return | 23.77% | 30.63%-6.9pp | 78.13%-54.4pp | 81.01%-57.2pp |
| Employer contribution / active EE | $1,295 | $2,093-38.1% | $2,855-54.6% | $2,440-46.9% |
| Participant deferral / active EE | $1,652 | $2,887-42.8% | $3,885-57.5% | $3,608-54.2% |
| Admin fee / account holder | $319 | $3,973-92.0% | $5,354-94.0% | $5,124-93.8% |