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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 | $25,812 | $73,955-65.1% | $96,520-73.3% | $75,181-65.7% |
| Participation rate | 27.1% | 66.4%-39.4pp | 74.3%-47.3pp | 67.2%-40.1pp |
| Annual return | 17.13% | 26.72%-9.6pp | 35.72%-18.6pp | 160.69%-143.6pp |
| Employer contribution / active EE | $808 | $2,930-72.4% | $3,739-78.4% | $2,671-69.8% |
| Participant deferral / active EE | $2,371 | $3,659-35.2% | $4,879-51.4% | $4,126-42.5% |
| Admin fee / account holder | $974 | $5,217-81.3% | $6,733-85.5% | $5,650-82.8% |