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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 | $26,570 | $106,749-75.1% | $145,433-81.7% | $82,448-67.8% |
| Participation rate | 52.9% | 75.6%-22.8pp | 82.1%-29.3pp | 68.1%-15.2pp |
| Annual return | 18.47% | 27.59%-9.1pp | 66.58%-48.1pp | 41.64%-23.2pp |
| Employer contribution / active EE | $978 | $3,444-71.6% | $4,554-78.5% | $2,551-61.7% |
| Participant deferral / active EE | $3,955 | $6,519-39.3% | $7,897-49.9% | $4,139-4.5% |
| Admin fee / account holder | $1,965 | $8,390-76.6% | $13,129-85.0% | $7,234-72.8% |