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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 | $24,573 | $41,377-40.6% | $109,313-77.5% | $62,881-60.9% |
| Participation rate | 69.2% | 57.5%+11.7pp | 71.3%-2.0pp | 69.3%-0.1pp |
| Annual return | 5.77% | 11.05%-5.3pp | 22.07%-16.3pp | 20.14%-14.4pp |
| Employer contribution / active EE | $524 | $1,276-58.9% | $3,892-86.5% | $2,281-77.0% |
| Participant deferral / active EE | $1,298 | $2,045-36.5% | $3,166-59.0% | $3,203-59.5% |
| Admin fee / account holder | $476 | $2,884-83.5% | $5,666-91.6% | $4,296-88.9% |