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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 | $26,105 | $67,602-61.4% | $82,312-68.3% | $70,126-62.8% |
| Participation rate | 56.8% | 72.8%-16.0pp | 76.9%-20.1pp | 69.5%-12.7pp |
| Annual return | 15.45% | 21.57%-6.1pp | 25.88%-10.4pp | 73.15%-57.7pp |
| Employer contribution / active EE | $724 | $1,755-58.7% | $2,428-70.2% | $2,343-69.1% |
| Participant deferral / active EE | $2,642 | $2,987-11.5% | $3,706-28.7% | $3,332-20.7% |
| Admin fee / account holder | $1,618 | $4,512-64.1% | $5,608-71.2% | $4,645-65.2% |