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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 | $27,354 | $76,551-64.3% | $123,894-77.9% | $62,881-56.5% |
| Participation rate | 47.5% | 73.0%-25.4pp | 81.4%-33.9pp | 69.3%-21.8pp |
| Annual return | 12.16% | 18.68%-6.5pp | 47.52%-35.4pp | 20.14%-8.0pp |
| Employer contribution / active EE | $815 | $2,882-71.7% | $4,617-82.3% | $2,281-64.3% |
| Participant deferral / active EE | $2,492 | $4,840-48.5% | $5,984-58.4% | $3,203-22.2% |
| Admin fee / account holder | $2,264 | $4,826-53.1% | $8,357-72.9% | $4,296-47.3% |