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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 | $27,844 | $60,349-53.9% | $74,184-62.5% | $62,881-55.7% |
| Participation rate | 47.5% | 72.7%-25.2pp | 76.6%-29.1pp | 69.3%-21.8pp |
| Annual return | 6.65% | 21.38%-14.7pp | 17.74%-11.1pp | 20.14%-13.5pp |
| Employer contribution / active EE | $892 | $1,680-46.9% | $2,370-62.4% | $2,281-60.9% |
| Participant deferral / active EE | $2,060 | $2,856-27.9% | $3,550-42.0% | $3,203-35.7% |
| Admin fee / account holder | $2,347 | $4,261-44.9% | $5,586-58.0% | $4,296-45.4% |