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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 | $26,040 | $81,446-68.0% | $103,374-74.8% | $80,874-67.8% |
| Participation rate | 34.7% | 66.9%-32.1pp | 74.5%-39.8pp | 67.6%-32.9pp |
| Annual return | 13.71% | 25.57%-11.9pp | 24.89%-11.2pp | 35.62%-21.9pp |
| Employer contribution / active EE | $1,409 | $3,107-54.6% | $3,869-63.6% | $2,756-48.9% |
| Participant deferral / active EE | $3,087 | $3,870-20.2% | $5,058-39.0% | $4,297-28.1% |
| Admin fee / account holder | $650 | $6,715-90.3% | $8,394-92.3% | $6,935-90.6% |