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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 | $21,553 | $58,512-63.2% | $84,020-74.3% | $72,983-70.5% |
| Participation rate | 48.4% | 61.2%-12.8pp | 69.0%-20.6pp | 69.5%-21.0pp |
| Annual return | 18.20% | 28.93%-10.7pp | 71.31%-53.1pp | 81.01%-62.8pp |
| Employer contribution / active EE | $786 | $1,163-32.4% | $1,984-60.4% | $2,440-67.8% |
| Participant deferral / active EE | $1,961 | $2,394-18.1% | $3,239-39.5% | $3,608-45.6% |
| Admin fee / account holder | $1,267 | $4,569-72.3% | $6,101-79.2% | $5,124-75.3% |