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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 | $27,781 | $77,472-64.1% | $100,415-72.3% | $80,959-65.7% |
| Participation rate | 59.3% | 76.9%-17.7pp | 81.5%-22.3pp | 67.7%-8.4pp |
| Annual return | 15.34% | 37.26%-21.9pp | 49.47%-34.1pp | 35.67%-20.3pp |
| Employer contribution / active EE | $1,036 | $2,800-63.0% | $3,943-73.7% | $2,757-62.4% |
| Participant deferral / active EE | $3,942 | $6,818-42.2% | $8,091-51.3% | $4,300-8.3% |
| Admin fee / account holder | $2,249 | $5,885-61.8% | $7,906-71.5% | $6,925-67.5% |