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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 | $27,545 | $54,757-49.7% | $90,304-69.5% | $72,975-62.3% |
| Participation rate | 54.3% | 65.2%-10.9pp | 73.3%-19.0pp | 69.5%-15.2pp |
| Annual return | 23.62% | 30.63%-7.0pp | 78.13%-54.5pp | 81.01%-57.4pp |
| Employer contribution / active EE | $277 | $2,093-86.8% | $2,855-90.3% | $2,440-88.7% |
| Participant deferral / active EE | $2,044 | $2,887-29.2% | $3,885-47.4% | $3,608-43.4% |
| Admin fee / account holder | $476 | $3,973-88.0% | $5,354-91.1% | $5,124-90.7% |