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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 | $26,774 | $99,032-73.0% | $80,022-66.5% | $135,379-80.2% |
| Participation rate | 47.8% | 78.4%-30.5pp | 75.8%-28.0pp | 82.6%-34.8pp |
| Annual return | 7.06% | 15.39%-8.3pp | 11.22%-4.2pp | 519.79%-512.7pp |
| Employer contribution / active EE | $810 | $3,043-73.4% | $2,468-67.2% | $4,779-83.1% |
| Participant deferral / active EE | $2,300 | $4,282-46.3% | $3,686-37.6% | $5,609-59.0% |
| Admin fee / account holder | $1,039 | $10,436-90.0% | $6,521-84.1% | $10,828-90.4% |