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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 | $26,909 | $57,590-53.3% | $86,233-68.8% | $82,448-67.4% |
| Participation rate | 35.4% | 57.9%-22.4pp | 69.0%-33.6pp | 68.1%-32.7pp |
| Annual return | 14.97% | 22.41%-7.4pp | 61.39%-46.4pp | 41.64%-26.7pp |
| Employer contribution / active EE | $625 | $1,655-62.2% | $2,504-75.0% | $2,551-75.5% |
| Participant deferral / active EE | $1,833 | $3,080-40.5% | $4,559-59.8% | $4,139-55.7% |
| Admin fee / account holder | $6,211 | $4,730+31.3% | $8,342-25.5% | $7,234-14.1% |