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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 | $25,796 | $54,541-52.7% | $78,778-67.3% | $70,126-63.2% |
| Participation rate | 28.4% | 60.8%-32.4pp | 69.2%-40.8pp | 69.5%-41.1pp |
| Annual return | 16.56% | 21.07%-4.5pp | 35.62%-19.1pp | 73.15%-56.6pp |
| Employer contribution / active EE | $993 | $1,089-8.8% | $1,986-50.0% | $2,343-57.6% |
| Participant deferral / active EE | $1,210 | $2,210-45.3% | $2,958-59.1% | $3,332-63.7% |
| Admin fee / account holder | $653 | $3,709-82.4% | $5,134-87.3% | $4,645-85.9% |