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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 | $28,170 | $51,092-44.9% | $76,735-63.3% | $79,634-64.6% |
| Participation rate | 23.6% | 50.2%-26.6pp | 69.5%-45.9pp | 62.5%-38.9pp |
| Annual return | 17.43% | 18.04%-0.6pp | 29.77%-12.3pp | 36.46%-19.0pp |
| Employer contribution / active EE | $274 | $1,519-82.0% | $2,454-88.8% | $2,529-89.2% |
| Participant deferral / active EE | $641 | $2,529-74.6% | $4,088-84.3% | $3,835-83.3% |
| Admin fee / account holder | $955 | $1,865-48.8% | $7,189-86.7% | $1,002-4.6% |