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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 | $26,288 | $75,541-65.2% | $152,093-82.7% | $82,637-68.2% |
| Participation rate | 58.1% | 66.5%-8.5pp | 77.8%-19.7pp | 68.1%-10.0pp |
| Annual return | 19.08% | 32.56%-13.5pp | 66.36%-47.3pp | 53.51%-34.4pp |
| Employer contribution / active EE | $1,639 | $2,622-37.5% | $4,175-60.7% | $2,552-35.8% |
| Participant deferral / active EE | $2,651 | $3,206-17.3% | $5,451-51.4% | $4,126-35.7% |
| Admin fee / account holder | $500 | $6,405-92.2% | $14,497-96.6% | $7,339-93.2% |