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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 | $27,178 | $105,623-74.3% | $87,502-68.9% | $273,972-90.1% |
| Participation rate | 62.5% | 78.2%-15.7pp | 73.8%-11.3pp | 83.0%-20.5pp |
| Annual return | 10.06% | 12.26%-2.2pp | 12.21%-2.2pp | 41.46%-31.4pp |
| Employer contribution / active EE | $422 | $3,141-86.6% | $2,550-83.5% | $4,869-91.3% |
| Participant deferral / active EE | $1,527 | $3,601-57.6% | $3,149-51.5% | $5,287-71.1% |
| Admin fee / account holder | $440 | $4,781-90.8% | $4,221-89.6% | $10,133-95.7% |