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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 | $27,054 | $81,504-66.8% | $102,437-73.6% | $80,959-66.6% |
| Participation rate | 25.8% | 66.9%-41.0pp | 74.5%-48.7pp | 67.7%-41.9pp |
| Annual return | 12.63% | 25.60%-13.0pp | 24.95%-12.3pp | 35.67%-23.0pp |
| Employer contribution / active EE | $1,067 | $3,104-65.6% | $3,871-72.4% | $2,757-61.3% |
| Participant deferral / active EE | $2,952 | $3,871-23.7% | $5,060-41.7% | $4,300-31.3% |
| Admin fee / account holder | $3,764 | $6,719-44.0% | $8,388-55.1% | $6,925-45.6% |