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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 | $27,366 | $63,904-57.2% | $89,340-69.4% | $67,986-59.7% |
| Participation rate | 29.5% | 54.3%-24.8pp | 69.6%-40.0pp | 57.2%-27.7pp |
| Annual return | 22.35% | 18.09%+4.3pp | 20.57%+1.8pp | 31.67%-9.3pp |
| Employer contribution / active EE | $890 | $1,627-45.3% | $2,231-60.1% | $2,019-55.9% |
| Participant deferral / active EE | $1,396 | $2,691-48.1% | $3,823-63.5% | $3,358-58.4% |
| Admin fee / account holder | $498 | $3,315-85.0% | $6,704-92.6% | $3,203-84.5% |