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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 | $27,513 | $37,156-26.0% | $83,854-67.2% | $86,983-68.4% |
| Participation rate | 39.6% | 49.1%-9.5pp | 59.1%-19.5pp | 69.5%-30.0pp |
| Annual return | 16.93% | 29.88%-12.9pp | 31.39%-14.5pp | 25.83%-8.9pp |
| Employer contribution / active EE | $527 | $661-20.2% | $1,017-48.2% | $2,584-79.6% |
| Participant deferral / active EE | $853 | $1,418-39.8% | $2,035-58.1% | $4,194-79.7% |
| Admin fee / account holder | $1,502 | $2,510-40.2% | $3,197-53.0% | $7,856-80.9% |