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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 | $25,175 | $63,904-60.6% | $89,340-71.8% | $67,986-63.0% |
| Participation rate | 40.4% | 54.3%-13.9pp | 69.6%-29.1pp | 57.2%-16.8pp |
| Annual return | 24.31% | 18.09%+6.2pp | 20.57%+3.7pp | 31.67%-7.4pp |
| Employer contribution / active EE | $1,459 | $1,627-10.3% | $2,231-34.6% | $2,019-27.7% |
| Participant deferral / active EE | $3,126 | $2,691+16.2% | $3,823-18.2% | $3,358-6.9% |
| Admin fee / account holder | $6,936 | $3,315+109.2% | $6,704+3.5% | $3,203+116.5% |