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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 | $23,776 | $81,476-70.8% | $102,383-76.8% | $80,925-70.6% |
| Participation rate | 41.3% | 66.8%-25.5pp | 74.5%-33.2pp | 67.7%-26.4pp |
| Annual return | 17.11% | 25.59%-8.5pp | 24.94%-7.8pp | 35.65%-18.5pp |
| Employer contribution / active EE | $1,370 | $3,105-55.9% | $3,870-64.6% | $2,756-50.3% |
| Participant deferral / active EE | $2,430 | $3,871-37.2% | $5,060-52.0% | $4,299-43.5% |
| Admin fee / account holder | $585 | $6,717-91.3% | $8,391-93.0% | $6,940-91.6% |