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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 | $27,455 | $48,300-43.2% | $40,145,923-99.9% | $62,881-56.3% |
| Participation rate | 51.3% | 62.0%-10.8pp | 68.4%-17.1pp | 69.3%-18.0pp |
| Annual return | 5.47% | 6.95%-1.5pp | 5.24%+0.2pp | 20.14%-14.7pp |
| Employer contribution / active EE | $315 | $1,333-76.4% | $1,844-82.9% | $2,281-86.2% |
| Participant deferral / active EE | $1,359 | $2,388-43.1% | $2,591-47.6% | $3,203-57.6% |
| Admin fee / account holder | $1,492 | $2,919-48.9% | $2,903-48.6% | $4,296-65.3% |