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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 | $27,502 | $56,894-51.7% | $84,753-67.6% | $62,881-56.3% |
| Participation rate | 65.3% | 68.5%-3.2pp | 76.6%-11.3pp | 69.3%-4.0pp |
| Annual return | 4.71% | 6.30%-1.6pp | 22.78%-18.1pp | 20.14%-15.4pp |
| Employer contribution / active EE | $1,361 | $2,400-43.3% | $3,574-61.9% | $2,281-40.4% |
| Participant deferral / active EE | $2,189 | $2,709-19.2% | $3,712-41.0% | $3,203-31.7% |
| Admin fee / account holder | $1,026 | $3,581-71.3% | $5,333-80.8% | $4,296-76.1% |