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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 | $25,605 | $59,804-57.2% | $81,982-68.8% | $79,856-67.9% |
| Participation rate | 58.6% | 61.6%-3.0pp | 69.3%-10.6pp | 69.6%-11.0pp |
| Annual return | 11.88% | 17.56%-5.7pp | 41.31%-29.4pp | 31.71%-19.8pp |
| Employer contribution / active EE | $985 | $1,713-42.5% | $2,498-60.6% | $2,471-60.1% |
| Participant deferral / active EE | $1,177 | $2,695-56.3% | $3,722-68.4% | $3,741-68.5% |
| Admin fee / account holder | $2,778 | $4,288-35.2% | $5,665-51.0% | $5,306-47.7% |