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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 | $17,551 | $57,590-69.5% | $86,233-79.6% | $82,448-78.7% |
| Participation rate | 57.4% | 57.9%-0.4pp | 69.0%-11.6pp | 68.1%-10.6pp |
| Annual return | 17.16% | 22.41%-5.3pp | 61.39%-44.2pp | 41.64%-24.5pp |
| Employer contribution / active EE | $674 | $1,655-59.3% | $2,504-73.1% | $2,551-73.6% |
| Participant deferral / active EE | $2,667 | $3,080-13.4% | $4,559-41.5% | $4,139-35.6% |
| Admin fee / account holder | $2,200 | $4,730-53.5% | $8,342-73.6% | $7,234-69.6% |