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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 | $26,057 | $58,512-55.5% | $84,020-69.0% | $72,983-64.3% |
| Participation rate | 39.5% | 61.2%-21.7pp | 69.0%-29.5pp | 69.5%-30.0pp |
| Annual return | 21.73% | 28.93%-7.2pp | 71.31%-49.6pp | 81.01%-59.3pp |
| Employer contribution / active EE | $961 | $1,163-17.3% | $1,984-51.5% | $2,440-60.6% |
| Participant deferral / active EE | $1,797 | $2,394-24.9% | $3,239-44.5% | $3,608-50.2% |
| Admin fee / account holder | $931 | $4,569-79.6% | $6,101-84.7% | $5,124-81.8% |