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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 | $21,795 | $69,273-68.5% | $90,796-76.0% | $82,637-73.6% |
| Participation rate | 46.7% | 64.0%-17.4pp | 69.5%-22.8pp | 68.1%-21.4pp |
| Annual return | 15.93% | 18.37%-2.4pp | 19.29%-3.4pp | 53.51%-37.6pp |
| Employer contribution / active EE | $1,262 | $1,865-32.3% | $2,294-45.0% | $2,552-50.6% |
| Participant deferral / active EE | $3,524 | $3,047+15.6% | $3,822-7.8% | $4,126-14.6% |
| Admin fee / account holder | $7,592 | $5,511+37.8% | $7,024+8.1% | $7,339+3.4% |