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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 | $25,378 | $58,057-56.3% | $97,032-73.8% | $86,983-70.8% |
| Participation rate | 57.1% | 60.4%-3.2pp | 71.6%-14.4pp | 69.5%-12.4pp |
| Annual return | 18.74% | 22.26%-3.5pp | 35.38%-16.6pp | 25.83%-7.1pp |
| Employer contribution / active EE | $1,302 | $1,663-21.7% | $2,629-50.5% | $2,584-49.6% |
| Participant deferral / active EE | $1,747 | $3,244-46.2% | $4,672-62.6% | $4,194-58.4% |
| Admin fee / account holder | $2,511 | $4,839-48.1% | $9,418-73.3% | $7,856-68.0% |