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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 | $26,260 | $77,574-66.1% | $108,753-75.9% | $86,983-69.8% |
| Participation rate | 59.0% | 62.3%-3.3pp | 71.1%-12.1pp | 69.5%-10.6pp |
| Annual return | 15.35% | 18.42%-3.1pp | 37.47%-22.1pp | 25.83%-10.5pp |
| Employer contribution / active EE | $1,265 | $1,611-21.5% | $2,427-47.9% | $2,584-51.1% |
| Participant deferral / active EE | $2,296 | $3,128-26.6% | $4,115-44.2% | $4,194-45.2% |
| Admin fee / account holder | $955 | $6,529-85.4% | $10,320-90.7% | $7,856-87.8% |