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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 | $26,351 | $81,476-67.7% | $102,383-74.3% | $80,925-67.4% |
| Participation rate | 50.8% | 66.8%-16.1pp | 74.5%-23.7pp | 67.7%-16.9pp |
| Annual return | 12.72% | 25.59%-12.9pp | 24.94%-12.2pp | 35.65%-22.9pp |
| Employer contribution / active EE | $1,668 | $3,105-46.3% | $3,870-56.9% | $2,756-39.5% |
| Participant deferral / active EE | $2,749 | $3,871-29.0% | $5,060-45.7% | $4,299-36.0% |
| Admin fee / account holder | $5,856 | $6,717-12.8% | $8,391-30.2% | $6,940-15.6% |