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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 | $26,180 | $72,471-63.9% | $94,215-72.2% | $86,983-69.9% |
| Participation rate | 58.8% | 63.9%-5.0pp | 70.0%-11.1pp | 69.5%-10.7pp |
| Annual return | 17.00% | 26.44%-9.4pp | 28.22%-11.2pp | 25.83%-8.8pp |
| Employer contribution / active EE | $1,284 | $1,936-33.7% | $2,675-52.0% | $2,584-50.3% |
| Participant deferral / active EE | $3,843 | $3,397+13.1% | $4,276-10.1% | $4,194-8.4% |
| Admin fee / account holder | $1,201 | $6,468-81.4% | $10,216-88.2% | $7,856-84.7% |