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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 | $25,303 | $69,444-63.6% | $92,985-72.8% | $87,485-71.1% |
| Participation rate | 61.1% | 63.3%-2.2pp | 69.5%-8.4pp | 68.9%-7.8pp |
| Annual return | 18.15% | 23.85%-5.7pp | 27.99%-9.8pp | 26.06%-7.9pp |
| Employer contribution / active EE | $1,289 | $1,917-32.8% | $2,662-51.6% | $2,596-50.4% |
| Participant deferral / active EE | $2,045 | $3,364-39.2% | $4,377-53.3% | $4,274-52.1% |
| Admin fee / account holder | $1,512 | $6,137-75.4% | $9,463-84.0% | $7,775-80.6% |