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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 | $26,587 | $81,487-67.4% | $102,412-74.0% | $80,935-67.2% |
| Participation rate | 41.3% | 66.8%-25.5pp | 74.5%-33.2pp | 67.7%-26.4pp |
| Annual return | 13.04% | 25.60%-12.6pp | 24.94%-11.9pp | 35.66%-22.6pp |
| Employer contribution / active EE | $1,098 | $3,103-64.6% | $3,870-71.6% | $2,757-60.2% |
| Participant deferral / active EE | $3,585 | $3,871-7.4% | $5,060-29.1% | $4,299-16.6% |
| Admin fee / account holder | $1,557 | $6,717-76.8% | $8,388-81.4% | $6,924-77.5% |