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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 | $25,788 | $47,848-46.1% | $81,473-68.3% | $70,126-63.2% |
| Participation rate | 43.0% | 58.3%-15.2pp | 68.0%-24.9pp | 69.5%-26.5pp |
| Annual return | 15.73% | 27.25%-11.5pp | 38.78%-23.1pp | 73.15%-57.4pp |
| Employer contribution / active EE | $864 | $1,527-43.4% | $2,568-66.4% | $2,343-63.1% |
| Participant deferral / active EE | $1,223 | $2,453-50.1% | $3,537-65.4% | $3,332-63.3% |
| Admin fee / account holder | $8,026 | $3,145+155.2% | $4,561+76.0% | $4,645+72.8% |