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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 | $25,959 | $72,492-64.2% | $87,104-70.2% | $72,975-64.4% |
| Participation rate | 63.0% | 72.8%-9.8pp | 76.9%-13.8pp | 69.5%-6.4pp |
| Annual return | 24.67% | 24.46%+0.2pp | 28.19%-3.5pp | 81.01%-56.3pp |
| Employer contribution / active EE | $1,157 | $1,894-38.9% | $2,521-54.1% | $2,440-52.6% |
| Participant deferral / active EE | $1,979 | $3,270-39.5% | $4,048-51.1% | $3,608-45.1% |
| Admin fee / account holder | $559 | $5,055-88.9% | $7,491-92.5% | $5,124-89.1% |