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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 | $26,842 | $76,367-64.9% | $93,614-71.3% | $72,983-63.2% |
| Participation rate | 38.1% | 71.7%-33.7pp | 75.8%-37.7pp | 69.5%-31.4pp |
| Annual return | 21.26% | 25.82%-4.6pp | 32.76%-11.5pp | 81.01%-59.7pp |
| Employer contribution / active EE | $945 | $2,275-58.5% | $2,718-65.2% | $2,440-61.3% |
| Participant deferral / active EE | $1,788 | $3,538-49.5% | $4,069-56.0% | $3,608-50.4% |
| Admin fee / account holder | $8,580 | $6,838+25.5% | $7,889+8.8% | $5,124+67.4% |