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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 | $26,923 | $55,713-51.7% | $75,901-64.5% | $72,975-63.1% |
| Participation rate | 22.6% | 61.1%-38.5pp | 69.3%-46.6pp | 69.5%-46.8pp |
| Annual return | 17.86% | 27.60%-9.7pp | 30.76%-12.9pp | 81.01%-63.2pp |
| Employer contribution / active EE | $496 | $1,687-70.6% | $2,501-80.2% | $2,440-79.7% |
| Participant deferral / active EE | $1,128 | $2,634-57.2% | $3,603-68.7% | $3,608-68.7% |
| Admin fee / account holder | $1,284 | $3,980-67.7% | $5,420-76.3% | $5,124-74.9% |