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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 | $27,395 | $63,773-57.0% | $81,286-66.3% | $80,925-66.1% |
| Participation rate | 52.1% | 63.9%-11.8pp | 69.5%-17.4pp | 67.7%-15.6pp |
| Annual return | 13.82% | 16.37%-2.6pp | 24.80%-11.0pp | 35.65%-21.8pp |
| Employer contribution / active EE | $1,235 | $1,979-37.6% | $2,463-49.9% | $2,756-55.2% |
| Participant deferral / active EE | $2,580 | $3,093-16.6% | $3,883-33.6% | $4,299-40.0% |
| Admin fee / account holder | $361 | $5,682-93.7% | $5,764-93.7% | $6,940-94.8% |