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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 | $78,013-66.8% | $178,449-85.5% | $80,911-68.0% |
| Participation rate | 42.9% | 65.7%-22.8pp | 77.1%-34.2pp | 67.6%-24.8pp |
| Annual return | 21.69% | 18.07%+3.6pp | 27.09%-5.4pp | 35.63%-13.9pp |
| Employer contribution / active EE | $696 | $2,287-69.6% | $3,951-82.4% | $2,756-74.8% |
| Participant deferral / active EE | $2,647 | $4,408-40.0% | $6,277-57.8% | $4,297-38.4% |
| Admin fee / account holder | $2,002 | $7,166-72.1% | $10,362-80.7% | $6,935-71.1% |