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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 | $28,789 | $72,273-60.2% | $101,275-71.6% | $79,856-63.9% |
| Participation rate | 62.1% | 68.5%-6.4pp | 75.8%-13.7pp | 69.6%-7.6pp |
| Annual return | 11.60% | 22.30%-10.7pp | 46.48%-34.9pp | 31.71%-20.1pp |
| Employer contribution / active EE | $1,377 | $2,691-48.8% | $3,660-62.4% | $2,471-44.3% |
| Participant deferral / active EE | $2,833 | $3,282-13.7% | $4,371-35.2% | $3,741-24.3% |
| Admin fee / account holder | $1,080 | $4,401-75.5% | $5,948-81.8% | $5,306-79.7% |