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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 | $27,659 | $72,269-61.7% | $101,271-72.7% | $79,852-65.4% |
| Participation rate | 54.1% | 68.5%-14.3pp | 75.8%-21.7pp | 69.6%-15.5pp |
| Annual return | 20.54% | 22.29%-1.8pp | 46.48%-25.9pp | 31.72%-11.2pp |
| Employer contribution / active EE | $1,739 | $2,692-35.4% | $3,660-52.5% | $2,471-29.6% |
| Participant deferral / active EE | $2,887 | $3,282-12.0% | $4,371-34.0% | $3,740-22.8% |
| Admin fee / account holder | $5,160 | $4,401+17.2% | $5,948-13.2% | $5,306-2.8% |