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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 | $64,462-58.2% | $81,482-66.9% | $80,911-66.7% |
| Participation rate | 22.1% | 63.9%-41.8pp | 69.5%-47.4pp | 67.6%-45.6pp |
| Annual return | 17.11% | 16.35%+0.8pp | 24.79%-7.7pp | 35.63%-18.5pp |
| Employer contribution / active EE | $598 | $1,979-69.8% | $2,463-75.7% | $2,756-78.3% |
| Participant deferral / active EE | $1,392 | $3,094-55.0% | $3,885-64.2% | $4,297-67.6% |
| Admin fee / account holder | $887 | $5,678-84.4% | $5,761-84.6% | $6,935-87.2% |