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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 | $26,687 | $99,345-73.1% | $84,753-68.5% | $273,972-90.3% |
| Participation rate | 55.6% | 80.7%-25.1pp | 76.6%-21.0pp | 83.0%-27.5pp |
| Annual return | 8.58% | 22.93%-14.3pp | 22.78%-14.2pp | 41.46%-32.9pp |
| Employer contribution / active EE | $970 | $4,214-77.0% | $3,574-72.9% | $4,869-80.1% |
| Participant deferral / active EE | $2,204 | $4,270-48.4% | $3,712-40.6% | $5,287-58.3% |
| Admin fee / account holder | $2,734 | $6,645-58.9% | $5,333-48.7% | $10,133-73.0% |