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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 | $26,532 | $76,551-65.3% | $123,894-78.6% | $62,881-57.8% |
| Participation rate | 53.3% | 73.0%-19.6pp | 81.4%-28.1pp | 69.3%-16.0pp |
| Annual return | 9.35% | 18.68%-9.3pp | 47.52%-38.2pp | 20.14%-10.8pp |
| Employer contribution / active EE | $1,323 | $2,882-54.1% | $4,617-71.3% | $2,281-42.0% |
| Participant deferral / active EE | $2,343 | $4,840-51.6% | $5,984-60.9% | $3,203-26.9% |
| Admin fee / account holder | $357 | $4,826-92.6% | $8,357-95.7% | $4,296-91.7% |