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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 | $26,249 | $65,246-59.8% | $98,716-73.4% | $67,986-61.4% |
| Participation rate | 43.0% | 51.4%-8.4pp | 69.3%-26.3pp | 57.2%-14.2pp |
| Annual return | 30.26% | 20.58%+9.7pp | 31.81%-1.5pp | 31.67%-1.4pp |
| Employer contribution / active EE | $617 | $1,042-40.8% | $2,279-72.9% | $2,019-69.4% |
| Participant deferral / active EE | $2,036 | $2,594-21.5% | $4,048-49.7% | $3,358-39.4% |
| Admin fee / account holder | $589 | $4,561-87.1% | $8,703-93.2% | $3,203-81.6% |