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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 | $28,917 | $36,948-21.7% | $73,658-60.7% | $87,485-66.9% |
| Participation rate | 28.1% | 46.8%-18.7pp | 57.0%-28.9pp | 68.9%-40.8pp |
| Annual return | 22.60% | 28.64%-6.0pp | 29.72%-7.1pp | 26.06%-3.5pp |
| Employer contribution / active EE | $1,061 | $670+58.4% | $1,032+2.8% | $2,596-59.1% |
| Participant deferral / active EE | $1,799 | $1,379+30.4% | $2,062-12.8% | $4,274-57.9% |
| Admin fee / account holder | $3,319 | $2,531+31.1% | $3,357-1.1% | $7,775-57.3% |