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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 | $79,894-63.9% | $135,792-78.7% | $82,637-65.1% |
| Participation rate | 59.1% | 63.0%-3.9pp | 72.6%-13.5pp | 68.1%-9.0pp |
| Annual return | 15.92% | 17.20%-1.3pp | 25.96%-10.0pp | 53.51%-37.6pp |
| Employer contribution / active EE | $1,096 | $2,165-49.4% | $3,496-68.7% | $2,552-57.1% |
| Participant deferral / active EE | $1,473 | $3,194-53.9% | $4,759-69.0% | $4,126-64.3% |
| Admin fee / account holder | $1,262 | $6,434-80.4% | $12,266-89.7% | $7,339-82.8% |