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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 | $21,282 | $76,551-72.2% | $123,894-82.8% | $62,881-66.2% |
| Participation rate | 60.8% | 73.0%-12.2pp | 81.4%-20.6pp | 69.3%-8.5pp |
| Annual return | 8.72% | 18.68%-10.0pp | 47.52%-38.8pp | 20.14%-11.4pp |
| Employer contribution / active EE | $1,763 | $2,882-38.8% | $4,617-61.8% | $2,281-22.7% |
| Participant deferral / active EE | $3,401 | $4,840-29.7% | $5,984-43.2% | $3,203+6.2% |
| Admin fee / account holder | $1,651 | $4,826-65.8% | $8,357-80.2% | $4,296-61.6% |