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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 | $26,765 | $72,273-63.0% | $101,275-73.6% | $79,856-66.5% |
| Participation rate | 47.3% | 68.5%-21.2pp | 75.8%-28.5pp | 69.6%-22.4pp |
| Annual return | 12.46% | 22.30%-9.8pp | 46.48%-34.0pp | 31.71%-19.2pp |
| Employer contribution / active EE | $1,090 | $2,691-59.5% | $3,660-70.2% | $2,471-55.9% |
| Participant deferral / active EE | $2,058 | $3,282-37.3% | $4,371-52.9% | $3,741-45.0% |
| Admin fee / account holder | $4,845 | $4,401+10.1% | $5,948-18.6% | $5,306-8.7% |