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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 | $26,801 | $58,099-53.9% | $76,872-65.1% | $75,173-64.3% |
| Participation rate | 56.6% | 63.9%-7.3pp | 69.6%-13.0pp | 67.2%-10.6pp |
| Annual return | 17.31% | 26.71%-9.4pp | 37.90%-20.6pp | 160.72%-143.4pp |
| Employer contribution / active EE | $796 | $1,996-60.1% | $2,533-68.6% | $2,671-70.2% |
| Participant deferral / active EE | $1,794 | $2,999-40.2% | $3,832-53.2% | $4,126-56.5% |
| Admin fee / account holder | $564 | $4,778-88.2% | $5,476-89.7% | $5,651-90.0% |