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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 | $28,202 | $215,361-86.9% | $171,082-83.5% | $273,970-89.7% |
| Participation rate | 44.4% | 82.0%-37.6pp | 76.7%-32.3pp | 83.0%-38.6pp |
| Annual return | 2.77% | 25.14%-22.4pp | 32.56%-29.8pp | 41.46%-38.7pp |
| Employer contribution / active EE | $865 | $4,967-82.6% | $4,002-78.4% | $4,869-82.2% |
| Participant deferral / active EE | $911 | $5,543-83.6% | $4,797-81.0% | $5,287-82.8% |
| Admin fee / account holder | $397 | $10,846-96.3% | $8,520-95.3% | $10,132-96.1% |