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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 | $17,077 | $63,082-72.9% | $81,726-79.1% | $79,856-78.6% |
| Participation rate | 62.1% | 67.5%-5.5pp | 72.0%-9.9pp | 69.6%-7.6pp |
| Annual return | 16.56% | 22.66%-6.1pp | 29.49%-12.9pp | 31.71%-15.2pp |
| Employer contribution / active EE | $1,202 | $1,795-33.1% | $4,311-72.1% | $2,471-51.4% |
| Participant deferral / active EE | $1,776 | $2,780-36.1% | $7,108-75.0% | $3,741-52.5% |
| Admin fee / account holder | $2,948 | $4,428-33.4% | $5,160-42.9% | $5,306-44.4% |