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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 | $19,452 | $51,166-62.0% | $70,544-72.4% | $71,511-72.8% |
| Participation rate | 22.6% | 59.4%-36.8pp | 68.4%-45.8pp | 67.9%-45.4pp |
| Annual return | 17.46% | 42.71%-25.3pp | 32.79%-15.3pp | 28.86%-11.4pp |
| Employer contribution / active EE | $557 | $1,793-69.0% | $2,976-81.3% | $2,589-78.5% |
| Participant deferral / active EE | $1,056 | $3,031-65.2% | $4,568-76.9% | $4,291-75.4% |
| Admin fee / account holder | $643 | $2,000-67.8% | $6,427-90.0% | $1,588-59.5% |