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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 | $23,845 | $78,015-69.4% | $178,505-86.6% | $80,959-70.5% |
| Participation rate | 52.1% | 65.7%-13.6pp | 77.1%-25.1pp | 67.7%-15.6pp |
| Annual return | 13.08% | 18.10%-5.0pp | 27.16%-14.1pp | 35.67%-22.6pp |
| Employer contribution / active EE | $1,619 | $2,281-29.0% | $3,955-59.1% | $2,757-41.3% |
| Participant deferral / active EE | $2,647 | $4,406-39.9% | $6,280-57.9% | $4,300-38.5% |
| Admin fee / account holder | $3,111 | $7,160-56.6% | $10,428-70.2% | $6,925-55.1% |