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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 | $25,607 | $81,331-68.5% | $155,534-83.5% | $80,935-68.4% |
| Participation rate | 27.7% | 66.3%-38.6pp | 78.2%-50.6pp | 67.7%-40.0pp |
| Annual return | 17.83% | 33.37%-15.5pp | 64.92%-47.1pp | 35.66%-17.8pp |
| Employer contribution / active EE | $559 | $3,105-82.0% | $4,675-88.0% | $2,757-79.7% |
| Participant deferral / active EE | $2,008 | $3,454-41.9% | $5,630-64.3% | $4,299-53.3% |
| Admin fee / account holder | $1,962 | $7,999-75.5% | $15,900-87.7% | $6,924-71.7% |