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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 | $28,857 | $81,403-64.6% | $147,027-80.4% | $87,485-67.0% |
| Participation rate | 59.1% | 63.4%-4.3pp | 73.7%-14.7pp | 68.9%-9.8pp |
| Annual return | 15.92% | 16.51%-0.6pp | 20.23%-4.3pp | 26.06%-10.1pp |
| Employer contribution / active EE | $1,096 | $2,205-50.3% | $3,626-69.8% | $2,596-57.8% |
| Participant deferral / active EE | $1,473 | $3,315-55.6% | $4,933-70.1% | $4,274-65.5% |
| Admin fee / account holder | $1,262 | $6,755-81.3% | $12,223-89.7% | $7,775-83.8% |