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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 | $23,325 | $52,580-55.6% | $71,671-67.5% | $70,126-66.7% |
| Participation rate | 38.4% | 60.9%-22.5pp | 68.7%-30.4pp | 69.5%-31.2pp |
| Annual return | 14.79% | 20.25%-5.5pp | 20.65%-5.9pp | 73.15%-58.4pp |
| Employer contribution / active EE | $502 | $1,616-69.0% | $2,460-79.6% | $2,343-78.6% |
| Participant deferral / active EE | $1,022 | $2,386-57.2% | $3,438-70.3% | $3,332-69.3% |
| Admin fee / account holder | $386 | $3,653-89.4% | $5,558-93.1% | $4,645-91.7% |