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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 | $27,775 | $58,493-52.5% | $84,023-66.9% | $72,976-61.9% |
| Participation rate | 57.6% | 61.2%-3.6pp | 69.0%-11.4pp | 69.5%-11.9pp |
| Annual return | 20.56% | 28.93%-8.4pp | 71.32%-50.8pp | 81.02%-60.5pp |
| Employer contribution / active EE | $1,127 | $1,163-3.1% | $1,984-43.2% | $2,440-53.8% |
| Participant deferral / active EE | $1,639 | $2,394-31.5% | $3,239-49.4% | $3,608-54.6% |
| Admin fee / account holder | $2,481 | $4,569-45.7% | $6,102-59.3% | $5,124-51.6% |