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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 | $26,985 | $75,720-64.4% | $90,312-70.1% | $86,983-69.0% |
| Participation rate | 32.2% | 66.3%-34.0pp | 72.9%-40.7pp | 69.5%-37.3pp |
| Annual return | 18.91% | 18.55%+0.4pp | 18.90%0pp | 25.83%-6.9pp |
| Employer contribution / active EE | $760 | $1,945-60.9% | $2,243-66.1% | $2,584-70.6% |
| Participant deferral / active EE | $1,326 | $3,001-55.8% | $3,749-64.6% | $4,194-68.4% |
| Admin fee / account holder | $2,693 | $6,201-56.6% | $8,248-67.3% | $7,856-65.7% |