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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 | $28,864 | $67,602-57.3% | $82,312-64.9% | $70,126-58.8% |
| Participation rate | 66.7% | 72.8%-6.1pp | 76.9%-10.2pp | 69.5%-2.9pp |
| Annual return | 14.53% | 21.57%-7.0pp | 25.88%-11.3pp | 73.15%-58.6pp |
| Employer contribution / active EE | $621 | $1,755-64.6% | $2,428-74.4% | $2,343-73.5% |
| Participant deferral / active EE | $1,825 | $2,987-38.9% | $3,706-50.8% | $3,332-45.2% |
| Admin fee / account holder | $3,662 | $4,512-18.8% | $5,608-34.7% | $4,645-21.2% |