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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 | $27,898 | $52,580-46.9% | $71,671-61.1% | $70,124-60.2% |
| Participation rate | 35.1% | 60.9%-25.8pp | 68.7%-33.6pp | 69.5%-34.4pp |
| Annual return | 22.15% | 20.25%+1.9pp | 20.65%+1.5pp | 73.14%-51.0pp |
| Employer contribution / active EE | $1,048 | $1,616-35.2% | $2,460-57.4% | $2,342-55.3% |
| Participant deferral / active EE | $1,567 | $2,386-34.3% | $3,438-54.4% | $3,332-53.0% |
| Admin fee / account holder | $2,592 | $3,653-29.0% | $5,558-53.4% | $4,645-44.2% |