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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 | $16,576 | $39,125-57.6% | $57,183-71.0% | $62,881-73.6% |
| Participation rate | 63.3% | 70.5%-7.2pp | 75.3%-12.1pp | 69.3%-6.0pp |
| Annual return | 5.98% | 9.24%-3.3pp | 14.59%-8.6pp | 20.14%-14.2pp |
| Employer contribution / active EE | $1,347 | $1,874-28.2% | $2,682-49.8% | $2,281-41.0% |
| Participant deferral / active EE | $2,434 | $2,374+2.5% | $3,096-21.4% | $3,203-24.0% |
| Admin fee / account holder | $639 | $2,593-75.4% | $3,139-79.7% | $4,296-85.1% |