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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 | $26,921 | $63,949-57.9% | $129,031-79.1% | $94,015-71.4% |
| Participation rate | 63.0% | 63.4%-0.4pp | 73.4%-10.3pp | 70.8%-7.8pp |
| Annual return | 20.25% | 17.56%+2.7pp | 34.67%-14.4pp | 17.84%+2.4pp |
| Employer contribution / active EE | $1,815 | $1,865-2.7% | $3,226-43.7% | $2,790-35.0% |
| Participant deferral / active EE | $3,695 | $3,686+0.2% | $5,217-29.2% | $4,249-13.1% |
| Admin fee / account holder | $799 | $5,523-85.5% | $13,208-94.0% | $8,951-91.1% |