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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 | $25,267 | $54,541-53.7% | $78,778-67.9% | $70,126-64.0% |
| Participation rate | 50.6% | 60.8%-10.2pp | 69.2%-18.6pp | 69.5%-18.9pp |
| Annual return | 12.73% | 21.07%-8.3pp | 35.62%-22.9pp | 73.15%-60.4pp |
| Employer contribution / active EE | $296 | $1,089-72.8% | $1,986-85.1% | $2,343-87.4% |
| Participant deferral / active EE | $1,926 | $2,210-12.8% | $2,958-34.9% | $3,332-42.2% |
| Admin fee / account holder | $815 | $3,709-78.0% | $5,134-84.1% | $4,645-82.5% |