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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 | $27,193 | $57,590-52.8% | $86,233-68.5% | $82,448-67.0% |
| Participation rate | 41.2% | 57.9%-16.7pp | 69.0%-27.8pp | 68.1%-26.9pp |
| Annual return | 16.45% | 22.41%-6.0pp | 61.39%-44.9pp | 41.64%-25.2pp |
| Employer contribution / active EE | $993 | $1,655-40.0% | $2,504-60.3% | $2,551-61.1% |
| Participant deferral / active EE | $1,865 | $3,080-39.5% | $4,559-59.1% | $4,139-55.0% |
| Admin fee / account holder | $453 | $4,730-90.4% | $8,342-94.6% | $7,234-93.7% |