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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 | $27,548 | $49,657-44.5% | $93,063-70.4% | $67,986-59.5% |
| Participation rate | 47.2% | 49.9%-2.7pp | 72.1%-24.9pp | 57.2%-10.0pp |
| Annual return | 26.60% | 26.27%+0.3pp | 34.15%-7.6pp | 31.67%-5.1pp |
| Employer contribution / active EE | $1,090 | $1,279-14.8% | $2,476-56.0% | $2,019-46.0% |
| Participant deferral / active EE | $2,309 | $2,484-7.1% | $3,958-41.7% | $3,358-31.3% |
| Admin fee / account holder | $984 | $2,843-65.4% | $6,033-83.7% | $3,203-69.3% |