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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 | $27,593 | $75,541-63.5% | $152,093-81.9% | $82,637-66.6% |
| Participation rate | 52.7% | 66.5%-13.8pp | 77.8%-25.0pp | 68.1%-15.3pp |
| Annual return | 14.59% | 32.56%-18.0pp | 66.36%-51.8pp | 53.51%-38.9pp |
| Employer contribution / active EE | $1,012 | $2,622-61.4% | $4,175-75.8% | $2,552-60.3% |
| Participant deferral / active EE | $2,972 | $3,206-7.3% | $5,451-45.5% | $4,126-28.0% |
| Admin fee / account holder | $2,492 | $6,405-61.1% | $14,497-82.8% | $7,339-66.0% |