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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 | $26,895 | $65,395-58.9% | $182,540-85.3% | $72,975-63.1% |
| Participation rate | 57.1% | 65.4%-8.3pp | 78.0%-20.8pp | 69.5%-12.3pp |
| Annual return | 23.78% | 27.68%-3.9pp | 148.58%-124.8pp | 81.01%-57.2pp |
| Employer contribution / active EE | $670 | $1,911-65.0% | $4,076-83.6% | $2,440-72.6% |
| Participant deferral / active EE | $1,577 | $3,563-55.7% | $5,525-71.5% | $3,608-56.3% |
| Admin fee / account holder | $466 | $4,245-89.0% | $8,593-94.6% | $5,124-90.9% |