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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 | $25,894 | $77,962-66.8% | $178,540-85.5% | $80,935-68.0% |
| Participation rate | 42.9% | 65.7%-22.8pp | 77.1%-34.3pp | 67.7%-24.8pp |
| Annual return | 21.69% | 18.10%+3.6pp | 27.15%-5.5pp | 35.66%-14.0pp |
| Employer contribution / active EE | $696 | $2,280-69.5% | $3,953-82.4% | $2,757-74.8% |
| Participant deferral / active EE | $2,647 | $4,404-39.9% | $6,281-57.9% | $4,299-38.4% |
| Admin fee / account holder | $2,002 | $7,156-72.0% | $10,424-80.8% | $6,924-71.1% |