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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 | $25,243 | $73,787-65.8% | $98,716-74.4% | $82,448-69.4% |
| Participation rate | 35.4% | 61.4%-26.0pp | 69.3%-33.9pp | 68.1%-32.7pp |
| Annual return | 20.82% | 18.57%+2.3pp | 31.81%-11.0pp | 41.64%-20.8pp |
| Employer contribution / active EE | $628 | $1,511-58.4% | $2,279-72.4% | $2,551-75.4% |
| Participant deferral / active EE | $1,789 | $3,081-41.9% | $4,048-55.8% | $4,139-56.8% |
| Admin fee / account holder | $1,315 | $6,500-79.8% | $8,703-84.9% | $7,234-81.8% |