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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 | $26,022 | $57,140-54.5% | $85,240-69.5% | $80,959-67.9% |
| Participation rate | 34.3% | 56.4%-22.1pp | 67.5%-33.2pp | 67.7%-33.4pp |
| Annual return | 14.75% | 21.71%-7.0pp | 66.75%-52.0pp | 35.67%-20.9pp |
| Employer contribution / active EE | $969 | $1,802-46.2% | $2,735-64.6% | $2,757-64.9% |
| Participant deferral / active EE | $3,054 | $3,115-2.0% | $4,527-32.5% | $4,300-29.0% |
| Admin fee / account holder | $2,322 | $4,992-53.5% | $6,165-62.3% | $6,925-66.5% |