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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 | $25,735 | $57,590-55.3% | $86,233-70.2% | $82,448-68.8% |
| Participation rate | 62.5% | 57.9%+4.6pp | 69.0%-6.5pp | 68.1%-5.6pp |
| Annual return | 14.74% | 22.41%-7.7pp | 61.39%-46.7pp | 41.64%-26.9pp |
| Employer contribution / active EE | $419 | $1,655-74.7% | $2,504-83.3% | $2,551-83.6% |
| Participant deferral / active EE | $1,993 | $3,080-35.3% | $4,559-56.3% | $4,139-51.9% |
| Admin fee / account holder | $940 | $4,730-80.1% | $8,342-88.7% | $7,234-87.0% |