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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 | $26,985 | $72,607-62.8% | $90,259-70.1% | $87,485-69.2% |
| Participation rate | 32.2% | 64.8%-32.6pp | 70.7%-38.5pp | 68.9%-36.7pp |
| Annual return | 18.91% | 18.59%+0.3pp | 18.88%0pp | 26.06%-7.2pp |
| Employer contribution / active EE | $760 | $1,919-60.4% | $2,291-66.8% | $2,596-70.7% |
| Participant deferral / active EE | $1,326 | $3,055-56.6% | $3,827-65.3% | $4,274-69.0% |
| Admin fee / account holder | $2,693 | $5,947-54.7% | $7,267-62.9% | $7,775-65.4% |