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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 | $58,057-55.7% | $97,032-73.5% | $86,983-70.4% |
| Participation rate | 62.5% | 60.4%+2.1pp | 71.6%-9.1pp | 69.5%-7.0pp |
| Annual return | 14.74% | 22.26%-7.5pp | 35.38%-20.6pp | 25.83%-11.1pp |
| Employer contribution / active EE | $419 | $1,663-74.8% | $2,629-84.1% | $2,584-83.8% |
| Participant deferral / active EE | $1,993 | $3,244-38.6% | $4,672-57.4% | $4,194-52.5% |
| Admin fee / account holder | $940 | $4,839-80.6% | $9,418-90.0% | $7,856-88.0% |