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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 | $25,208 | $81,487-69.1% | $102,412-75.4% | $80,935-68.9% |
| Participation rate | 57.1% | 66.8%-9.7pp | 74.5%-17.4pp | 67.7%-10.5pp |
| Annual return | 15.34% | 25.60%-10.3pp | 24.94%-9.6pp | 35.66%-20.3pp |
| Employer contribution / active EE | $1,617 | $3,103-47.9% | $3,870-58.2% | $2,757-41.4% |
| Participant deferral / active EE | $2,826 | $3,871-27.0% | $5,060-44.1% | $4,299-34.3% |
| Admin fee / account holder | $2,675 | $6,717-60.2% | $8,388-68.1% | $6,924-61.4% |