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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 | $27,471 | $67,602-59.4% | $82,312-66.6% | $70,126-60.8% |
| Participation rate | 51.8% | 72.8%-21.0pp | 76.9%-25.1pp | 69.5%-17.7pp |
| Annual return | 14.47% | 21.57%-7.1pp | 25.88%-11.4pp | 73.15%-58.7pp |
| Employer contribution / active EE | $872 | $1,755-50.3% | $2,428-64.1% | $2,343-62.8% |
| Participant deferral / active EE | $1,968 | $2,987-34.1% | $3,706-46.9% | $3,332-40.9% |
| Admin fee / account holder | $1,078 | $4,512-76.1% | $5,608-80.8% | $4,645-76.8% |