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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 | $27,012 | $73,978-63.5% | $96,515-72.0% | $75,173-64.1% |
| Participation rate | 36.6% | 66.4%-29.8pp | 74.3%-37.8pp | 67.2%-30.6pp |
| Annual return | 18.44% | 26.72%-8.3pp | 35.73%-17.3pp | 160.72%-142.3pp |
| Employer contribution / active EE | $838 | $2,931-71.4% | $3,740-77.6% | $2,671-68.6% |
| Participant deferral / active EE | $1,987 | $3,660-45.7% | $4,880-59.3% | $4,126-51.8% |
| Admin fee / account holder | $2,082 | $5,219-60.1% | $6,735-69.1% | $5,651-63.1% |