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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 | $20,096 | $56,544-64.5% | $75,501-73.4% | $70,126-71.3% |
| Participation rate | 55.9% | 68.1%-12.2pp | 72.4%-16.5pp | 69.5%-13.7pp |
| Annual return | 20.26% | 23.59%-3.3pp | 27.35%-7.1pp | 73.15%-52.9pp |
| Employer contribution / active EE | $714 | $1,817-60.7% | $2,352-69.7% | $2,343-69.5% |
| Participant deferral / active EE | $1,236 | $2,580-52.1% | $3,142-60.7% | $3,332-62.9% |
| Admin fee / account holder | $320 | $3,827-91.7% | $5,801-94.5% | $4,645-93.1% |