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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 | $26,280 | $67,894-61.3% | $89,340-70.6% | $82,448-68.1% |
| Participation rate | 32.0% | 64.0%-32.0pp | 69.6%-37.6pp | 68.1%-36.1pp |
| Annual return | 22.63% | 19.21%+3.4pp | 20.57%+2.1pp | 41.64%-19.0pp |
| Employer contribution / active EE | $481 | $1,828-73.7% | $2,231-78.4% | $2,551-81.1% |
| Participant deferral / active EE | $2,017 | $3,072-34.3% | $3,823-47.2% | $4,139-51.3% |
| Admin fee / account holder | $1,567 | $5,723-72.6% | $6,704-76.6% | $7,234-78.3% |