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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 | $26,155 | $52,306-50.0% | $69,779-62.5% | $62,881-58.4% |
| Participation rate | 30.0% | 67.2%-37.2pp | 71.8%-41.8pp | 69.3%-39.3pp |
| Annual return | 6.27% | 13.35%-7.1pp | 12.99%-6.7pp | 20.14%-13.9pp |
| Employer contribution / active EE | $659 | $1,799-63.4% | $2,338-71.8% | $2,281-71.1% |
| Participant deferral / active EE | $969 | $2,395-59.6% | $2,931-66.9% | $3,203-69.8% |
| Admin fee / account holder | $1,730 | $3,691-53.1% | $4,381-60.5% | $4,296-59.7% |