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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 | $28,729 | $55,932-48.6% | $76,735-62.6% | $67,986-57.7% |
| Participation rate | 48.7% | 50.8%-2.1pp | 69.5%-20.8pp | 57.2%-8.5pp |
| Annual return | 20.47% | 23.10%-2.6pp | 29.77%-9.3pp | 31.67%-11.2pp |
| Employer contribution / active EE | $1,210 | $1,487-18.6% | $2,454-50.7% | $2,019-40.0% |
| Participant deferral / active EE | $2,101 | $2,558-17.9% | $4,088-48.6% | $3,358-37.4% |
| Admin fee / account holder | $3,101 | $4,907-36.8% | $7,189-56.9% | $3,203-3.2% |