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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 | $24,582 | $75,541-67.5% | $152,093-83.8% | $82,637-70.3% |
| Participation rate | 54.7% | 66.5%-11.8pp | 77.8%-23.0pp | 68.1%-13.3pp |
| Annual return | 17.68% | 32.56%-14.9pp | 66.36%-48.7pp | 53.51%-35.8pp |
| Employer contribution / active EE | $861 | $2,622-67.2% | $4,175-79.4% | $2,552-66.2% |
| Participant deferral / active EE | $2,518 | $3,206-21.5% | $5,451-53.8% | $4,126-39.0% |
| Admin fee / account holder | $843 | $6,405-86.8% | $14,497-94.2% | $7,339-88.5% |