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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 | $45,041-42.9% | $63,003-59.2% | $70,131-63.3% |
| Participation rate | 64.4% | 69.5%-5.1pp | 74.8%-10.4pp | 69.5%-5.1pp |
| Annual return | 11.48% | 18.76%-7.3pp | 87.59%-76.1pp | 73.14%-61.7pp |
| Employer contribution / active EE | $847 | $2,052-58.7% | $2,760-69.3% | $2,342-63.8% |
| Participant deferral / active EE | $2,520 | $2,465+2.2% | $3,329-24.3% | $3,332-24.4% |
| Admin fee / account holder | $2,509 | $2,836-11.5% | $3,600-30.3% | $4,645-46.0% |