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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 | $28,444 | $72,471-60.8% | $94,215-69.8% | $86,983-67.3% |
| Participation rate | 43.2% | 63.9%-20.7pp | 70.0%-26.8pp | 69.5%-26.4pp |
| Annual return | 23.94% | 26.44%-2.5pp | 28.22%-4.3pp | 25.83%-1.9pp |
| Employer contribution / active EE | $1,011 | $1,936-47.8% | $2,675-62.2% | $2,584-60.9% |
| Participant deferral / active EE | $3,296 | $3,397-3.0% | $4,276-22.9% | $4,194-21.4% |
| Admin fee / account holder | $549 | $6,468-91.5% | $10,216-94.6% | $7,856-93.0% |