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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 | $25,193 | $58,493-56.9% | $84,023-70.0% | $72,976-65.5% |
| Participation rate | 48.5% | 61.2%-12.7pp | 69.0%-20.5pp | 69.5%-21.0pp |
| Annual return | 19.81% | 28.93%-9.1pp | 71.32%-51.5pp | 81.02%-61.2pp |
| Employer contribution / active EE | $410 | $1,163-64.8% | $1,984-79.3% | $2,440-83.2% |
| Participant deferral / active EE | $1,345 | $2,394-43.8% | $3,239-58.5% | $3,608-62.7% |
| Admin fee / account holder | $757 | $4,569-83.4% | $6,102-87.6% | $5,124-85.2% |