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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 | $27,073 | $77,574-65.1% | $108,753-75.1% | $86,983-68.9% |
| Participation rate | 60.3% | 62.3%-2.0pp | 71.1%-10.8pp | 69.5%-9.2pp |
| Annual return | 15.61% | 18.42%-2.8pp | 37.47%-21.9pp | 25.83%-10.2pp |
| Employer contribution / active EE | $709 | $1,611-56.0% | $2,427-70.8% | $2,584-72.6% |
| Participant deferral / active EE | $1,720 | $3,128-45.0% | $4,115-58.2% | $4,194-59.0% |
| Admin fee / account holder | $3,583 | $6,529-45.1% | $10,320-65.3% | $7,856-54.4% |