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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 | $24,145 | $41,016-41.1% | $152,093-84.1% | $64,097-62.3% |
| Participation rate | 39.7% | 51.3%-11.6pp | 77.8%-38.0pp | 55.2%-15.5pp |
| Annual return | 13.50% | 39.60%-26.1pp | 66.36%-52.9pp | 34.64%-21.1pp |
| Employer contribution / active EE | $763 | $1,342-43.1% | $4,175-81.7% | $1,891-59.6% |
| Participant deferral / active EE | $1,228 | $1,927-36.3% | $5,451-77.5% | $3,080-60.1% |
| Admin fee / account holder | $2,281 | $2,305-1.0% | $14,497-84.3% | $3,454-34.0% |