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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 | $26,015 | $55,713-53.3% | $75,894-65.7% | $72,983-64.4% |
| Participation rate | 57.1% | 61.1%-4.0pp | 69.3%-12.1pp | 69.5%-12.3pp |
| Annual return | 25.69% | 27.60%-1.9pp | 30.76%-5.1pp | 81.01%-55.3pp |
| Employer contribution / active EE | $1,100 | $1,687-34.8% | $2,501-56.0% | $2,440-54.9% |
| Participant deferral / active EE | $2,381 | $2,634-9.6% | $3,603-33.9% | $3,608-34.0% |
| Admin fee / account holder | $353 | $3,980-91.1% | $5,420-93.5% | $5,124-93.1% |