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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 | $23,898 | $81,504-70.7% | $102,437-76.7% | $80,959-70.5% |
| Participation rate | 66.7% | 66.9%-0.2pp | 74.5%-7.8pp | 67.7%-1.0pp |
| Annual return | 12.68% | 25.60%-12.9pp | 24.95%-12.3pp | 35.67%-23.0pp |
| Employer contribution / active EE | $1,859 | $3,104-40.1% | $3,871-52.0% | $2,757-32.6% |
| Participant deferral / active EE | $3,376 | $3,871-12.8% | $5,060-33.3% | $4,300-21.5% |
| Admin fee / account holder | $1,250 | $6,719-81.4% | $8,388-85.1% | $6,925-82.0% |