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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 | $26,477 | $67,602-60.8% | $82,312-67.8% | $70,126-62.2% |
| Participation rate | 66.7% | 72.8%-6.1pp | 76.9%-10.2pp | 69.5%-2.9pp |
| Annual return | 14.19% | 21.57%-7.4pp | 25.88%-11.7pp | 73.15%-59.0pp |
| Employer contribution / active EE | $879 | $1,755-49.9% | $2,428-63.8% | $2,343-62.5% |
| Participant deferral / active EE | $1,549 | $2,987-48.2% | $3,706-58.2% | $3,332-53.5% |
| Admin fee / account holder | $3,130 | $4,512-30.6% | $5,608-44.2% | $4,645-32.6% |