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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 | $26,996 | $41,377-34.8% | $109,313-75.3% | $62,881-57.1% |
| Participation rate | 61.5% | 57.5%+4.0pp | 71.3%-9.7pp | 69.3%-7.8pp |
| Annual return | 6.45% | 11.05%-4.6pp | 22.07%-15.6pp | 20.14%-13.7pp |
| Employer contribution / active EE | $1,611 | $1,276+26.3% | $3,892-58.6% | $2,281-29.4% |
| Participant deferral / active EE | $2,600 | $2,045+27.2% | $3,166-17.9% | $3,203-18.8% |
| Admin fee / account holder | $2,685 | $2,884-6.9% | $5,666-52.6% | $4,296-37.5% |