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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 | $58,848-56.3% | $88,179-70.8% | $82,637-68.9% |
| Participation rate | 62.5% | 57.9%+4.6pp | 69.1%-6.6pp | 68.1%-5.6pp |
| Annual return | 14.74% | 22.76%-8.0pp | 64.97%-50.2pp | 53.51%-38.8pp |
| Employer contribution / active EE | $419 | $1,678-75.0% | $2,549-83.6% | $2,552-83.6% |
| Participant deferral / active EE | $1,993 | $3,124-36.2% | $4,614-56.8% | $4,126-51.7% |
| Admin fee / account holder | $940 | $4,795-80.4% | $7,673-87.7% | $7,339-87.2% |