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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 | $24,440 | $51,207-52.3% | $70,565-65.4% | $75,177-67.5% |
| Participation rate | 57.1% | 61.0%-3.8pp | 68.4%-11.2pp | 67.2%-10.1pp |
| Annual return | 29.08% | 30.05%-1.0pp | 32.79%-3.7pp | 160.75%-131.7pp |
| Employer contribution / active EE | $1,117 | $1,826-38.8% | $2,976-62.5% | $2,671-58.2% |
| Participant deferral / active EE | $2,847 | $2,850-0.1% | $4,568-37.7% | $4,126-31.0% |
| Admin fee / account holder | $3,074 | $4,097-25.0% | $6,430-52.2% | $5,651-45.6% |