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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 | $73,787-69.3% | $98,716-77.1% | $82,448-72.5% |
| Participation rate | 61.5% | 61.4%+0.1pp | 69.3%-7.8pp | 68.1%-6.5pp |
| Annual return | 12.79% | 18.57%-5.8pp | 31.81%-19.0pp | 41.64%-28.8pp |
| Employer contribution / active EE | $735 | $1,511-51.4% | $2,279-67.8% | $2,551-71.2% |
| Participant deferral / active EE | $2,572 | $3,081-16.5% | $4,048-36.5% | $4,139-37.9% |
| Admin fee / account holder | $1,330 | $6,500-79.5% | $8,703-84.7% | $7,234-81.6% |