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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 | $25,867 | $67,894-61.9% | $89,340-71.0% | $82,448-68.6% |
| Participation rate | 27.8% | 64.0%-36.2pp | 69.6%-41.7pp | 68.1%-40.2pp |
| Annual return | 15.38% | 19.21%-3.8pp | 20.57%-5.2pp | 41.64%-26.3pp |
| Employer contribution / active EE | $732 | $1,828-59.9% | $2,231-67.2% | $2,551-71.3% |
| Participant deferral / active EE | $2,221 | $3,072-27.7% | $3,823-41.9% | $4,139-46.3% |
| Admin fee / account holder | $3,032 | $5,723-47.0% | $6,704-54.8% | $7,234-58.1% |