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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 | $22,406 | $43,344-48.3% | $59,899-62.6% | $64,173-65.1% |
| Participation rate | 62.5% | 69.2%-6.7pp | 74.7%-12.2pp | 69.6%-7.1pp |
| Annual return | 7.37% | -1.55%+8.9pp | 3.46%+3.9pp | 7.63%-0.3pp |
| Employer contribution / active EE | $1,076 | $2,030-47.0% | $2,723-60.5% | $2,381-54.8% |
| Participant deferral / active EE | $2,824 | $2,547+10.9% | $3,402-17.0% | $3,470-18.6% |
| Admin fee / account holder | $525 | $3,008-82.5% | $3,592-85.4% | $4,887-89.3% |