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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 | $26,808 | $58,493-54.2% | $84,021-68.1% | $72,975-63.3% |
| Participation rate | 43.1% | 61.2%-18.2pp | 69.0%-25.9pp | 69.5%-26.4pp |
| Annual return | 22.51% | 28.93%-6.4pp | 71.32%-48.8pp | 81.01%-58.5pp |
| Employer contribution / active EE | $414 | $1,163-64.4% | $1,984-79.1% | $2,440-83.0% |
| Participant deferral / active EE | $1,133 | $2,394-52.7% | $3,239-65.0% | $3,608-68.6% |
| Admin fee / account holder | $1,917 | $4,569-58.0% | $6,102-68.6% | $5,124-62.6% |