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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 | $25,815 | $69,273-62.7% | $90,796-71.6% | $82,637-68.8% |
| Participation rate | 52.6% | 64.0%-11.4pp | 69.5%-16.9pp | 68.1%-15.4pp |
| Annual return | 18.77% | 18.37%+0.4pp | 19.29%-0.5pp | 53.51%-34.7pp |
| Employer contribution / active EE | $669 | $1,865-64.1% | $2,294-70.8% | $2,552-73.8% |
| Participant deferral / active EE | $1,580 | $3,047-48.2% | $3,822-58.7% | $4,126-61.7% |
| Admin fee / account holder | $1,736 | $5,511-68.5% | $7,024-75.3% | $7,339-76.3% |