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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 | $25,066 | $43,344-42.2% | $59,899-58.2% | $64,173-60.9% |
| Participation rate | 54.1% | 69.2%-15.1pp | 74.7%-20.6pp | 69.6%-15.5pp |
| Annual return | 8.55% | -1.55%+10.1pp | 3.46%+5.1pp | 7.63%+0.9pp |
| Employer contribution / active EE | $721 | $2,030-64.5% | $2,723-73.5% | $2,381-69.7% |
| Participant deferral / active EE | $1,529 | $2,547-40.0% | $3,402-55.1% | $3,470-55.9% |
| Admin fee / account holder | $2,875 | $3,008-4.4% | $3,592-20.0% | $4,887-41.2% |