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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 | $27,161 | $81,487-66.7% | $102,412-73.5% | $80,935-66.4% |
| Participation rate | 41.5% | 66.8%-25.4pp | 74.5%-33.0pp | 67.7%-26.2pp |
| Annual return | 15.12% | 25.60%-10.5pp | 24.94%-9.8pp | 35.66%-20.5pp |
| Employer contribution / active EE | $1,648 | $3,103-46.9% | $3,870-57.4% | $2,757-40.2% |
| Participant deferral / active EE | $3,030 | $3,871-21.7% | $5,060-40.1% | $4,299-29.5% |
| Admin fee / account holder | $2,815 | $6,717-58.1% | $8,388-66.4% | $6,924-59.4% |