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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 | $24,925 | $58,512-57.4% | $84,020-70.3% | $72,983-65.8% |
| Participation rate | 61.0% | 61.2%-0.2pp | 69.0%-8.0pp | 69.5%-8.5pp |
| Annual return | 26.22% | 28.93%-2.7pp | 71.31%-45.1pp | 81.01%-54.8pp |
| Employer contribution / active EE | $533 | $1,163-54.2% | $1,984-73.1% | $2,440-78.2% |
| Participant deferral / active EE | $1,886 | $2,394-21.2% | $3,239-41.8% | $3,608-47.7% |
| Admin fee / account holder | $1,658 | $4,569-63.7% | $6,101-72.8% | $5,124-67.6% |