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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 | $29,401 | $69,444-57.7% | $92,985-68.4% | $87,485-66.4% |
| Participation rate | 61.2% | 63.3%-2.1pp | 69.5%-8.3pp | 68.9%-7.7pp |
| Annual return | 15.74% | 23.85%-8.1pp | 27.99%-12.2pp | 26.06%-10.3pp |
| Employer contribution / active EE | $1,304 | $1,917-32.0% | $2,662-51.0% | $2,596-49.8% |
| Participant deferral / active EE | $2,139 | $3,364-36.4% | $4,377-51.1% | $4,274-50.0% |
| Admin fee / account holder | $9,672 | $6,137+57.6% | $9,463+2.2% | $7,775+24.4% |