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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 | $26,080 | $64,920-59.8% | $103,693-74.8% | $86,983-70.0% |
| Participation rate | 32.1% | 63.6%-31.4pp | 72.6%-40.5pp | 69.5%-37.4pp |
| Annual return | 14.96% | 30.29%-15.3pp | 47.61%-32.6pp | 25.83%-10.9pp |
| Employer contribution / active EE | $618 | $2,141-71.1% | $2,920-78.8% | $2,584-76.1% |
| Participant deferral / active EE | $890 | $3,241-72.6% | $4,579-80.6% | $4,194-78.8% |
| Admin fee / account holder | $550 | $6,191-91.1% | $7,858-93.0% | $7,856-93.0% |