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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 | $26,206 | $73,978-64.6% | $96,515-72.8% | $75,173-65.1% |
| Participation rate | 31.6% | 66.4%-34.9pp | 74.3%-42.8pp | 67.2%-35.6pp |
| Annual return | 17.76% | 26.72%-9.0pp | 35.73%-18.0pp | 160.72%-143.0pp |
| Employer contribution / active EE | $778 | $2,931-73.4% | $3,740-79.2% | $2,671-70.9% |
| Participant deferral / active EE | $1,848 | $3,660-49.5% | $4,880-62.1% | $4,126-55.2% |
| Admin fee / account holder | $307 | $5,219-94.1% | $6,735-95.4% | $5,651-94.6% |