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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 | $25,815 | $67,894-62.0% | $89,340-71.1% | $82,448-68.7% |
| Participation rate | 52.6% | 64.0%-11.4pp | 69.6%-16.9pp | 68.1%-15.4pp |
| Annual return | 18.77% | 19.21%-0.4pp | 20.57%-1.8pp | 41.64%-22.9pp |
| Employer contribution / active EE | $669 | $1,828-63.4% | $2,231-70.0% | $2,551-73.8% |
| Participant deferral / active EE | $1,580 | $3,072-48.6% | $3,823-58.7% | $4,139-61.8% |
| Admin fee / account holder | $1,736 | $5,723-69.7% | $6,704-74.1% | $7,234-76.0% |