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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 | $25,299 | $69,444-63.6% | $92,985-72.8% | $87,485-71.1% |
| Participation rate | 38.7% | 63.3%-24.6pp | 69.5%-30.8pp | 68.9%-30.3pp |
| Annual return | 17.40% | 23.85%-6.5pp | 27.99%-10.6pp | 26.06%-8.7pp |
| Employer contribution / active EE | $1,019 | $1,917-46.9% | $2,662-61.7% | $2,596-60.8% |
| Participant deferral / active EE | $1,827 | $3,364-45.7% | $4,377-58.3% | $4,274-57.2% |
| Admin fee / account holder | $1,690 | $6,137-72.5% | $9,463-82.1% | $7,775-78.3% |