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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 | $25,753 | $47,848-46.2% | $81,473-68.4% | $70,126-63.3% |
| Participation rate | 52.9% | 58.3%-5.3pp | 68.0%-15.0pp | 69.5%-16.6pp |
| Annual return | 17.72% | 27.25%-9.5pp | 38.78%-21.1pp | 73.15%-55.4pp |
| Employer contribution / active EE | $1,281 | $1,527-16.1% | $2,568-50.1% | $2,343-45.3% |
| Participant deferral / active EE | $2,515 | $2,453+2.5% | $3,537-28.9% | $3,332-24.5% |
| Admin fee / account holder | $824 | $3,145-73.8% | $4,561-81.9% | $4,645-82.3% |