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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 | $25,507 | $75,541-66.2% | $152,093-83.2% | $82,637-69.1% |
| Participation rate | 27.7% | 66.5%-38.8pp | 77.8%-50.1pp | 68.1%-40.4pp |
| Annual return | 18.09% | 32.56%-14.5pp | 66.36%-48.3pp | 53.51%-35.4pp |
| Employer contribution / active EE | $592 | $2,622-77.4% | $4,175-85.8% | $2,552-76.8% |
| Participant deferral / active EE | $1,461 | $3,206-54.4% | $5,451-73.2% | $4,126-64.6% |
| Admin fee / account holder | $2,791 | $6,405-56.4% | $14,497-80.7% | $7,339-62.0% |