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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 | $25,837 | $45,312-43.0% | $86,233-70.0% | $67,986-62.0% |
| Participation rate | 35.3% | 42.4%-7.1pp | 69.0%-33.7pp | 57.2%-21.9pp |
| Annual return | 15.03% | 24.79%-9.8pp | 61.39%-46.4pp | 31.67%-16.6pp |
| Employer contribution / active EE | $1,039 | $1,160-10.4% | $2,504-58.5% | $2,019-48.5% |
| Participant deferral / active EE | $2,369 | $2,185+8.5% | $4,559-48.0% | $3,358-29.4% |
| Admin fee / account holder | $2,674 | $3,295-18.9% | $8,342-68.0% | $3,203-16.5% |