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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 | $24,369 | $76,834-68.3% | $108,359-77.5% | $87,485-72.1% |
| Participation rate | 61.3% | 61.7%-0.4pp | 70.1%-8.8pp | 68.9%-7.6pp |
| Annual return | 14.15% | 19.09%-4.9pp | 36.89%-22.7pp | 26.06%-11.9pp |
| Employer contribution / active EE | $723 | $1,556-53.6% | $2,399-69.9% | $2,596-72.2% |
| Participant deferral / active EE | $1,974 | $3,100-36.3% | $4,137-52.3% | $4,274-53.8% |
| Admin fee / account holder | $1,285 | $6,537-80.3% | $9,741-86.8% | $7,775-83.5% |