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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 | $22,638 | $76,834-70.5% | $108,359-79.1% | $87,485-74.1% |
| Participation rate | 61.5% | 61.7%-0.2pp | 70.1%-8.6pp | 68.9%-7.4pp |
| Annual return | 12.79% | 19.09%-6.3pp | 36.89%-24.1pp | 26.06%-13.3pp |
| Employer contribution / active EE | $735 | $1,556-52.8% | $2,399-69.4% | $2,596-71.7% |
| Participant deferral / active EE | $2,572 | $3,100-17.0% | $4,137-37.8% | $4,274-39.8% |
| Admin fee / account holder | $1,330 | $6,537-79.7% | $9,741-86.4% | $7,775-82.9% |