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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 | $37,422-24.7% | $92,985-69.7% | $64,728-56.5% |
| Participation rate | 23.6% | 40.1%-16.5pp | 69.5%-45.9pp | 57.9%-34.3pp |
| Annual return | 17.43% | 20.66%-3.2pp | 27.99%-10.6pp | 49.38%-32.0pp |
| Employer contribution / active EE | $274 | $1,156-76.3% | $2,662-89.7% | $2,243-87.8% |
| Participant deferral / active EE | $641 | $1,740-63.1% | $4,377-85.3% | $2,729-76.5% |
| Admin fee / account holder | $955 | $2,190-56.4% | $9,463-89.9% | $1,145-16.6% |