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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 | $25,953 | $63,845-59.3% | $81,370-68.1% | $80,959-67.9% |
| Participation rate | 40.0% | 63.9%-23.9pp | 69.5%-29.5pp | 67.7%-27.7pp |
| Annual return | 14.03% | 16.37%-2.3pp | 24.85%-10.8pp | 35.67%-21.6pp |
| Employer contribution / active EE | $1,210 | $1,980-38.9% | $2,464-50.9% | $2,757-56.1% |
| Participant deferral / active EE | $1,936 | $3,093-37.4% | $3,885-50.2% | $4,300-55.0% |
| Admin fee / account holder | $1,384 | $5,688-75.7% | $5,749-75.9% | $6,925-80.0% |