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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 | $24,243 | $43,075-43.7% | $74,577-67.5% | $62,881-61.4% |
| Participation rate | 16.7% | 58.1%-41.4pp | 68.1%-51.4pp | 69.3%-52.6pp |
| Annual return | 5.46% | 17.50%-12.0pp | 20.47%-15.0pp | 20.14%-14.7pp |
| Employer contribution / active EE | $239 | $1,498-84.1% | $2,525-90.5% | $2,281-89.5% |
| Participant deferral / active EE | $1,146 | $2,389-52.1% | $3,458-66.9% | $3,203-64.2% |
| Admin fee / account holder | $594 | $2,840-79.1% | $4,138-85.7% | $4,296-86.2% |