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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 | $21,848 | $58,523-62.7% | $99,470-78.0% | $72,983-70.1% |
| Participation rate | 60.0% | 64.6%-4.6pp | 73.8%-13.8pp | 69.5%-9.5pp |
| Annual return | 27.98% | 28.51%-0.5pp | 30.72%-2.7pp | 81.01%-53.0pp |
| Employer contribution / active EE | $572 | $1,512-62.2% | $2,540-77.5% | $2,440-76.6% |
| Participant deferral / active EE | $2,077 | $2,606-20.3% | $3,619-42.6% | $3,608-42.4% |
| Admin fee / account holder | $596 | $4,102-85.5% | $6,252-90.5% | $5,124-88.4% |