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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 | $20,555 | $59,839-65.6% | $81,991-74.9% | $79,852-74.3% |
| Participation rate | 58.8% | 61.6%-2.8pp | 69.3%-10.4pp | 69.6%-10.8pp |
| Annual return | 15.05% | 17.56%-2.5pp | 41.31%-26.3pp | 31.72%-16.7pp |
| Employer contribution / active EE | $1,091 | $1,713-36.4% | $2,498-56.4% | $2,471-55.9% |
| Participant deferral / active EE | $2,906 | $2,695+7.8% | $3,722-21.9% | $3,740-22.3% |
| Admin fee / account holder | $3,301 | $4,287-23.0% | $5,665-41.7% | $5,306-37.8% |