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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 | $28,732 | $69,977-58.9% | $108,582-73.5% | $62,881-54.3% |
| Participation rate | 50.9% | 72.9%-22.0pp | 79.6%-28.6pp | 69.3%-18.4pp |
| Annual return | 15.25% | 10.73%+4.5pp | -51.70%+66.9pp | 20.14%-4.9pp |
| Employer contribution / active EE | $1,360 | $2,135-36.3% | $3,758-63.8% | $2,281-40.4% |
| Participant deferral / active EE | $4,271 | $3,165+34.9% | $4,311-0.9% | $3,203+33.3% |
| Admin fee / account holder | $714 | $5,076-85.9% | $7,645-90.7% | $4,296-83.4% |