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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 | $27,071 | $53,774-49.7% | $134,162-79.8% | $79,856-66.1% |
| Participation rate | 56.4% | 58.8%-2.4pp | 72.2%-15.8pp | 69.6%-13.3pp |
| Annual return | 12.48% | 19.01%-6.5pp | 36.35%-23.9pp | 31.71%-19.2pp |
| Employer contribution / active EE | $558 | $1,322-57.8% | $3,705-85.0% | $2,471-77.4% |
| Participant deferral / active EE | $1,422 | $2,420-41.2% | $3,500-59.4% | $3,741-62.0% |
| Admin fee / account holder | $1,940 | $3,985-51.3% | $6,685-71.0% | $5,306-63.4% |