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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 | $26,293 | $62,672-58.0% | $185,117-85.8% | $70,126-62.5% |
| Participation rate | 26.7% | 63.8%-37.1pp | 77.3%-50.6pp | 69.5%-42.9pp |
| Annual return | 15.23% | 40.79%-25.6pp | 40.50%-25.3pp | 73.15%-57.9pp |
| Employer contribution / active EE | $432 | $1,753-75.4% | $4,182-89.7% | $2,343-81.6% |
| Participant deferral / active EE | $1,615 | $3,272-50.6% | $5,045-68.0% | $3,332-51.5% |
| Admin fee / account holder | $2,761 | $3,932-29.8% | $8,159-66.2% | $4,645-40.6% |