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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 | $27,364 | $63,845-57.1% | $81,370-66.4% | $80,959-66.2% |
| Participation rate | 36.7% | 63.9%-27.1pp | 69.5%-32.8pp | 67.7%-30.9pp |
| Annual return | 13.34% | 16.37%-3.0pp | 24.85%-11.5pp | 35.67%-22.3pp |
| Employer contribution / active EE | $991 | $1,980-50.0% | $2,464-59.8% | $2,757-64.1% |
| Participant deferral / active EE | $2,409 | $3,093-22.1% | $3,885-38.0% | $4,300-44.0% |
| Admin fee / account holder | $1,595 | $5,688-72.0% | $5,749-72.2% | $6,925-77.0% |