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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 | $25,853 | $56,894-54.6% | $84,753-69.5% | $62,881-58.9% |
| Participation rate | 53.8% | 68.5%-14.7pp | 76.6%-22.7pp | 69.3%-15.5pp |
| Annual return | 6.59% | 6.30%+0.3pp | 22.78%-16.2pp | 20.14%-13.6pp |
| Employer contribution / active EE | $745 | $2,400-69.0% | $3,574-79.2% | $2,281-67.3% |
| Participant deferral / active EE | $2,143 | $2,709-20.9% | $3,712-42.3% | $3,203-33.1% |
| Admin fee / account holder | $2,140 | $3,581-40.3% | $5,333-59.9% | $4,296-50.2% |