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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 | $27,467 | $43,075-36.2% | $74,577-63.2% | $62,881-56.3% |
| Participation rate | 56.1% | 58.1%-2.0pp | 68.1%-12.0pp | 69.3%-13.2pp |
| Annual return | 6.79% | 17.50%-10.7pp | 20.47%-13.7pp | 20.14%-13.3pp |
| Employer contribution / active EE | $1,770 | $1,498+18.2% | $2,525-29.9% | $2,281-22.4% |
| Participant deferral / active EE | $3,870 | $2,389+62.0% | $3,458+11.9% | $3,203+20.8% |
| Admin fee / account holder | $626 | $2,840-78.0% | $4,138-84.9% | $4,296-85.4% |