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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 | $26,877 | $65,246-58.8% | $98,716-72.8% | $67,986-60.5% |
| Participation rate | 40.9% | 51.4%-10.5pp | 69.3%-28.4pp | 57.2%-16.3pp |
| Annual return | 14.10% | 20.58%-6.5pp | 31.81%-17.7pp | 31.67%-17.6pp |
| Employer contribution / active EE | $796 | $1,042-23.6% | $2,279-65.1% | $2,019-60.6% |
| Participant deferral / active EE | $1,318 | $2,594-49.2% | $4,048-67.4% | $3,358-60.8% |
| Admin fee / account holder | $1,096 | $4,561-76.0% | $8,703-87.4% | $3,203-65.8% |