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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 | $26,951 | $49,657-45.7% | $93,063-71.0% | $67,986-60.4% |
| Participation rate | 36.4% | 49.9%-13.5pp | 72.1%-35.7pp | 57.2%-20.8pp |
| Annual return | 19.96% | 26.27%-6.3pp | 34.15%-14.2pp | 31.67%-11.7pp |
| Employer contribution / active EE | $616 | $1,279-51.8% | $2,476-75.1% | $2,019-69.5% |
| Participant deferral / active EE | $1,270 | $2,484-48.9% | $3,958-67.9% | $3,358-62.2% |
| Admin fee / account holder | $585 | $2,843-79.4% | $6,033-90.3% | $3,203-81.7% |