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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 | $28,829 | $99,345-71.0% | $84,753-66.0% | $273,972-89.5% |
| Participation rate | 57.9% | 80.7%-22.8pp | 76.6%-18.7pp | 83.0%-25.1pp |
| Annual return | 6.39% | 22.93%-16.5pp | 22.78%-16.4pp | 41.46%-35.1pp |
| Employer contribution / active EE | $1,959 | $4,214-53.5% | $3,574-45.2% | $4,869-59.8% |
| Participant deferral / active EE | $3,634 | $4,270-14.9% | $3,712-2.1% | $5,287-31.3% |
| Admin fee / account holder | $659 | $6,645-90.1% | $5,333-87.6% | $10,133-93.5% |