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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 | $26,776 | $47,848-44.0% | $81,473-67.1% | $70,126-61.8% |
| Participation rate | 56.1% | 58.3%-2.2pp | 68.0%-11.9pp | 69.5%-13.4pp |
| Annual return | 13.60% | 27.25%-13.6pp | 38.78%-25.2pp | 73.15%-59.6pp |
| Employer contribution / active EE | $857 | $1,527-43.9% | $2,568-66.6% | $2,343-63.4% |
| Participant deferral / active EE | $1,281 | $2,453-47.8% | $3,537-63.8% | $3,332-61.6% |
| Admin fee / account holder | $1,000 | $3,145-68.2% | $4,561-78.1% | $4,645-78.5% |