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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 | $22,847 | $72,471-68.5% | $94,215-75.8% | $86,983-73.7% |
| Participation rate | 58.1% | 63.9%-5.8pp | 70.0%-11.9pp | 69.5%-11.5pp |
| Annual return | 18.07% | 26.44%-8.4pp | 28.22%-10.1pp | 25.83%-7.8pp |
| Employer contribution / active EE | $1,802 | $1,936-6.9% | $2,675-32.6% | $2,584-30.3% |
| Participant deferral / active EE | $6,518 | $3,397+91.9% | $4,276+52.4% | $4,194+55.4% |
| Admin fee / account holder | $442 | $6,468-93.2% | $10,216-95.7% | $7,856-94.4% |