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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 | $64,010-59.0% | $108,359-75.8% | $64,340-59.2% |
| Participation rate | 43.0% | 49.4%-6.4pp | 70.1%-27.1pp | 55.2%-12.2pp |
| Annual return | 30.26% | 19.74%+10.5pp | 36.89%-6.6pp | 24.14%+6.1pp |
| Employer contribution / active EE | $617 | $1,029-40.0% | $2,399-74.3% | $1,862-66.8% |
| Participant deferral / active EE | $2,036 | $2,395-15.0% | $4,137-50.8% | $2,980-31.7% |
| Admin fee / account holder | $589 | $4,885-87.9% | $9,741-94.0% | $3,703-84.1% |