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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 | $58,848-54.3% | $88,179-69.5% | $82,637-67.4% |
| Participation rate | 35.4% | 57.9%-22.5pp | 69.1%-33.7pp | 68.1%-32.6pp |
| Annual return | 14.97% | 22.76%-7.8pp | 64.97%-50.0pp | 53.51%-38.5pp |
| Employer contribution / active EE | $625 | $1,678-62.7% | $2,549-75.5% | $2,552-75.5% |
| Participant deferral / active EE | $1,833 | $3,124-41.3% | $4,614-60.3% | $4,126-55.6% |
| Admin fee / account holder | $6,211 | $4,795+29.5% | $7,673-19.0% | $7,339-15.4% |