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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 | $28,027 | $58,099-51.8% | $76,902-63.6% | $75,177-62.7% |
| Participation rate | 15.9% | 63.9%-48.0pp | 69.6%-53.7pp | 67.2%-51.3pp |
| Annual return | 23.52% | 26.71%-3.2pp | 37.91%-14.4pp | 160.75%-137.2pp |
| Employer contribution / active EE | $927 | $1,996-53.5% | $2,534-63.4% | $2,671-65.3% |
| Participant deferral / active EE | $2,038 | $2,999-32.0% | $3,833-46.8% | $4,126-50.6% |
| Admin fee / account holder | $1,237 | $4,778-74.1% | $5,479-77.4% | $5,651-78.1% |