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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 | $27,197 | $80,992-66.4% | $96,534-71.8% | $75,173-63.8% |
| Participation rate | 28.1% | 71.8%-43.7pp | 76.0%-47.9pp | 67.2%-39.1pp |
| Annual return | 17.39% | 27.05%-9.7pp | 25.88%-8.5pp | 160.72%-143.3pp |
| Employer contribution / active EE | $907 | $2,283-60.3% | $2,965-69.4% | $2,671-66.1% |
| Participant deferral / active EE | $1,819 | $3,929-53.7% | $4,851-62.5% | $4,126-55.9% |
| Admin fee / account holder | $2,600 | $6,717-61.3% | $8,253-68.5% | $5,651-54.0% |