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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 | $28,844 | $59,839-51.8% | $81,991-64.8% | $79,852-63.9% |
| Participation rate | 60.0% | 61.6%-1.6pp | 69.3%-9.3pp | 69.6%-9.6pp |
| Annual return | 13.96% | 17.56%-3.6pp | 41.31%-27.3pp | 31.72%-17.8pp |
| Employer contribution / active EE | $1,316 | $1,713-23.2% | $2,498-47.3% | $2,471-46.8% |
| Participant deferral / active EE | $1,776 | $2,695-34.1% | $3,722-52.3% | $3,740-52.5% |
| Admin fee / account holder | $450 | $4,287-89.5% | $5,665-92.1% | $5,306-91.5% |