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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 | $28,522 | $86,050-66.9% | $189,758-85.0% | $94,015-69.7% |
| Participation rate | 45.1% | 68.9%-23.8pp | 79.8%-34.7pp | 70.8%-25.8pp |
| Annual return | 25.05% | 17.77%+7.3pp | 52.62%-27.6pp | 17.84%+7.2pp |
| Employer contribution / active EE | $709 | $2,819-74.9% | $4,767-85.1% | $2,790-74.6% |
| Participant deferral / active EE | $1,026 | $3,349-69.3% | $5,856-82.5% | $4,249-75.8% |
| Admin fee / account holder | $1,665 | $6,627-74.9% | $20,388-91.8% | $8,951-81.4% |