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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 | $25,792 | $76,371-66.2% | $93,621-72.5% | $72,975-64.7% |
| Participation rate | 56.3% | 71.8%-15.5pp | 75.8%-19.6pp | 69.5%-13.2pp |
| Annual return | 18.84% | 25.82%-7.0pp | 32.76%-13.9pp | 81.01%-62.2pp |
| Employer contribution / active EE | $1,646 | $2,276-27.7% | $2,719-39.4% | $2,440-32.5% |
| Participant deferral / active EE | $2,894 | $3,538-18.2% | $4,070-28.9% | $3,608-19.8% |
| Admin fee / account holder | $3,924 | $6,839-42.6% | $7,890-50.3% | $5,124-23.4% |