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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 | $26,937 | $61,166-56.0% | $186,193-85.5% | $64,728-58.4% |
| Participation rate | 16.5% | 40.4%-23.9pp | 77.1%-60.6pp | 57.9%-41.4pp |
| Annual return | 18.74% | 18.93%-0.2pp | 78.03%-59.3pp | 49.38%-30.6pp |
| Employer contribution / active EE | $354 | $1,526-76.8% | $3,918-91.0% | $2,243-84.2% |
| Participant deferral / active EE | $713 | $2,160-67.0% | $6,513-89.1% | $2,729-73.9% |
| Admin fee / account holder | $1,590 | $1,422+11.8% | $11,058-85.6% | $1,145+38.8% |