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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 | $26,640 | $71,197-62.6% | $93,669-71.6% | $80,925-67.1% |
| Participation rate | 26.7% | 60.4%-33.7pp | 68.7%-42.1pp | 67.7%-41.0pp |
| Annual return | 10.72% | 11.27%-0.5pp | 133.59%-122.9pp | 35.65%-24.9pp |
| Employer contribution / active EE | $501 | $1,565-68.0% | $2,424-79.3% | $2,756-81.8% |
| Participant deferral / active EE | $1,649 | $4,036-59.1% | $4,416-62.7% | $4,299-61.6% |
| Admin fee / account holder | $2,965 | $6,959-57.4% | $8,291-64.2% | $6,940-57.3% |