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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 | $27,633 | $81,504-66.1% | $102,437-73.0% | $80,959-65.9% |
| Participation rate | 36.3% | 66.9%-30.6pp | 74.5%-38.3pp | 67.7%-31.4pp |
| Annual return | 11.22% | 25.60%-14.4pp | 24.95%-13.7pp | 35.67%-24.5pp |
| Employer contribution / active EE | $1,215 | $3,104-60.8% | $3,871-68.6% | $2,757-55.9% |
| Participant deferral / active EE | $2,412 | $3,871-37.7% | $5,060-52.3% | $4,300-43.9% |
| Admin fee / account holder | $6,999 | $6,719+4.2% | $8,388-16.6% | $6,925+1.1% |