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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 | $28,482 | $76,371-62.7% | $93,621-69.6% | $72,975-61.0% |
| Participation rate | 53.6% | 71.8%-18.2pp | 75.8%-22.3pp | 69.5%-15.9pp |
| Annual return | 17.67% | 25.82%-8.1pp | 32.76%-15.1pp | 81.01%-63.3pp |
| Employer contribution / active EE | $1,169 | $2,276-48.6% | $2,719-57.0% | $2,440-52.1% |
| Participant deferral / active EE | $1,328 | $3,538-62.5% | $4,070-67.4% | $3,608-63.2% |
| Admin fee / account holder | $312 | $6,839-95.4% | $7,890-96.0% | $5,124-93.9% |