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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 | $77,896-63.0% | $134,172-78.5% | $82,448-65.0% |
| Participation rate | 59.1% | 62.8%-3.7pp | 72.5%-13.4pp | 68.1%-9.0pp |
| Annual return | 15.92% | 18.21%-2.3pp | 25.30%-9.4pp | 41.64%-25.7pp |
| Employer contribution / active EE | $1,096 | $2,159-49.3% | $3,420-68.0% | $2,551-57.0% |
| Participant deferral / active EE | $1,473 | $3,162-53.4% | $4,690-68.6% | $4,139-64.4% |
| Admin fee / account holder | $1,262 | $6,336-80.1% | $12,016-89.5% | $7,234-82.6% |