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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 | $26,246 | $105,623-75.2% | $87,502-70.0% | $273,972-90.4% |
| Participation rate | 60.0% | 78.2%-18.2pp | 73.8%-13.8pp | 83.0%-23.0pp |
| Annual return | 6.89% | 12.26%-5.4pp | 12.21%-5.3pp | 41.46%-34.6pp |
| Employer contribution / active EE | $2,132 | $3,141-32.1% | $2,550-16.4% | $4,869-56.2% |
| Participant deferral / active EE | $4,217 | $3,601+17.1% | $3,149+33.9% | $5,287-20.2% |
| Admin fee / account holder | $645 | $4,781-86.5% | $4,221-84.7% | $10,133-93.6% |