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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 | $26,345 | $67,602-61.0% | $82,312-68.0% | $70,126-62.4% |
| Participation rate | 35.2% | 72.8%-37.6pp | 76.9%-41.7pp | 69.5%-34.4pp |
| Annual return | 13.77% | 21.57%-7.8pp | 25.88%-12.1pp | 73.15%-59.4pp |
| Employer contribution / active EE | $952 | $1,755-45.8% | $2,428-60.8% | $2,343-59.4% |
| Participant deferral / active EE | $1,509 | $2,987-49.5% | $3,706-59.3% | $3,332-54.7% |
| Admin fee / account holder | $1,405 | $4,512-68.9% | $5,608-74.9% | $4,645-69.8% |