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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 | $23,792 | $72,607-67.2% | $90,259-73.6% | $87,485-72.8% |
| Participation rate | 26.6% | 64.8%-38.2pp | 70.7%-44.2pp | 68.9%-42.3pp |
| Annual return | 24.36% | 18.59%+5.8pp | 18.88%+5.5pp | 26.06%-1.7pp |
| Employer contribution / active EE | $799 | $1,919-58.4% | $2,291-65.1% | $2,596-69.2% |
| Participant deferral / active EE | $1,524 | $3,055-50.1% | $3,827-60.2% | $4,274-64.3% |
| Admin fee / account holder | $1,197 | $5,947-79.9% | $7,267-83.5% | $7,775-84.6% |