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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 | $28,572 | $56,894-49.8% | $84,753-66.3% | $62,881-54.6% |
| Participation rate | 58.0% | 68.5%-10.5pp | 76.6%-18.6pp | 69.3%-11.3pp |
| Annual return | 7.33% | 6.30%+1.0pp | 22.78%-15.5pp | 20.14%-12.8pp |
| Employer contribution / active EE | $1,176 | $2,400-51.0% | $3,574-67.1% | $2,281-48.5% |
| Participant deferral / active EE | $2,020 | $2,709-25.4% | $3,712-45.6% | $3,203-36.9% |
| Admin fee / account holder | $740 | $3,581-79.3% | $5,333-86.1% | $4,296-82.8% |