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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 | $26,173 | $75,541-65.4% | $152,093-82.8% | $82,637-68.3% |
| Participation rate | 58.8% | 66.5%-7.7pp | 77.8%-18.9pp | 68.1%-9.2pp |
| Annual return | 18.91% | 32.56%-13.6pp | 66.36%-47.4pp | 53.51%-34.6pp |
| Employer contribution / active EE | $820 | $2,622-68.7% | $4,175-80.4% | $2,552-67.9% |
| Participant deferral / active EE | $1,999 | $3,206-37.6% | $5,451-63.3% | $4,126-51.5% |
| Admin fee / account holder | $445 | $6,405-93.0% | $14,497-96.9% | $7,339-93.9% |