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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 | $28,333 | $69,273-59.1% | $90,796-68.8% | $82,637-65.7% |
| Participation rate | 37.0% | 64.0%-27.0pp | 69.5%-32.4pp | 68.1%-31.0pp |
| Annual return | 20.18% | 18.37%+1.8pp | 19.29%+0.9pp | 53.51%-33.3pp |
| Employer contribution / active EE | $954 | $1,865-48.8% | $2,294-58.4% | $2,552-62.6% |
| Participant deferral / active EE | $2,898 | $3,047-4.9% | $3,822-24.2% | $4,126-29.8% |
| Admin fee / account holder | $656 | $5,511-88.1% | $7,024-90.7% | $7,339-91.1% |