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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 | $26,009 | $67,602-61.5% | $82,312-68.4% | $70,126-62.9% |
| Participation rate | 60.5% | 72.8%-12.2pp | 76.9%-16.4pp | 69.5%-9.0pp |
| Annual return | 19.29% | 21.57%-2.3pp | 25.88%-6.6pp | 73.15%-53.9pp |
| Employer contribution / active EE | $939 | $1,755-46.5% | $2,428-61.3% | $2,343-59.9% |
| Participant deferral / active EE | $1,741 | $2,987-41.7% | $3,706-53.0% | $3,332-47.7% |
| Admin fee / account holder | $747 | $4,512-83.4% | $5,608-86.7% | $4,645-83.9% |