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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 | $27,910 | $81,504-65.8% | $102,437-72.8% | $80,959-65.5% |
| Participation rate | 61.1% | 66.9%-5.7pp | 74.5%-13.4pp | 67.7%-6.6pp |
| Annual return | 15.75% | 25.60%-9.8pp | 24.95%-9.2pp | 35.67%-19.9pp |
| Employer contribution / active EE | $1,553 | $3,104-50.0% | $3,871-59.9% | $2,757-43.7% |
| Participant deferral / active EE | $3,231 | $3,871-16.5% | $5,060-36.2% | $4,300-24.9% |
| Admin fee / account holder | $2,206 | $6,719-67.2% | $8,388-73.7% | $6,925-68.2% |