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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 | $26,861 | $60,349-55.5% | $74,184-63.8% | $62,881-57.3% |
| Participation rate | 62.5% | 72.7%-10.2pp | 76.6%-14.1pp | 69.3%-6.8pp |
| Annual return | 7.37% | 21.38%-14.0pp | 17.74%-10.4pp | 20.14%-12.8pp |
| Employer contribution / active EE | $1,576 | $1,680-6.2% | $2,370-33.5% | $2,281-30.9% |
| Participant deferral / active EE | $2,593 | $2,856-9.2% | $3,550-27.0% | $3,203-19.1% |
| Admin fee / account holder | $751 | $4,261-82.4% | $5,586-86.6% | $4,296-82.5% |