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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 | $16,622 | $45,082-63.1% | $69,464-76.1% | $72,975-77.2% |
| Participation rate | 31.3% | 68.5%-37.2pp | 74.6%-43.4pp | 69.5%-38.2pp |
| Annual return | 5.82% | 22.66%-16.8pp | 28.98%-23.2pp | 81.01%-75.2pp |
| Employer contribution / active EE | $553 | $2,055-73.1% | $2,779-80.1% | $2,440-77.3% |
| Participant deferral / active EE | $1,088 | $2,604-58.2% | $3,536-69.2% | $3,608-69.9% |
| Admin fee / account holder | $1,232 | $3,057-59.7% | $3,840-67.9% | $5,124-76.0% |