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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 | $25,292 | $54,757-53.8% | $90,287-72.0% | $72,986-65.3% |
| Participation rate | 57.1% | 65.1%-8.0pp | 73.3%-16.1pp | 69.5%-12.3pp |
| Annual return | 22.96% | 30.63%-7.7pp | 78.10%-55.1pp | 81.01%-58.0pp |
| Employer contribution / active EE | $943 | $2,092-54.9% | $2,855-67.0% | $2,440-61.4% |
| Participant deferral / active EE | $1,866 | $2,887-35.4% | $3,885-52.0% | $3,607-48.3% |
| Admin fee / account holder | $6,112 | $3,972+53.9% | $5,351+14.2% | $5,124+19.3% |