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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 | $26,939 | $63,809-57.8% | $81,353-66.9% | $80,935-66.7% |
| Participation rate | 22.1% | 63.9%-41.8pp | 69.5%-47.5pp | 67.7%-45.6pp |
| Annual return | 17.11% | 16.37%+0.7pp | 24.82%-7.7pp | 35.66%-18.6pp |
| Employer contribution / active EE | $598 | $1,981-69.8% | $2,464-75.7% | $2,757-78.3% |
| Participant deferral / active EE | $1,392 | $3,093-55.0% | $3,885-64.2% | $4,299-67.6% |
| Admin fee / account holder | $887 | $5,686-84.4% | $5,766-84.6% | $6,924-87.2% |