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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 | $23,604 | $87,166-72.9% | $76,735-69.2% | $137,256-82.8% |
| Participation rate | 45.5% | 74.4%-28.9pp | 69.5%-24.0pp | 80.0%-34.5pp |
| Annual return | 25.32% | 26.50%-1.2pp | 29.77%-4.4pp | 220.34%-195.0pp |
| Employer contribution / active EE | $1,626 | $2,904-44.0% | $2,454-33.8% | $4,156-60.9% |
| Participant deferral / active EE | $2,548 | $4,726-46.1% | $4,088-37.7% | $6,407-60.2% |
| Admin fee / account holder | $3,184 | $8,403-62.1% | $7,189-55.7% | $12,270-74.0% |