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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 | $19,184 | $59,804-67.9% | $81,982-76.6% | $79,856-76.0% |
| Participation rate | 51.7% | 61.6%-9.9pp | 69.3%-17.5pp | 69.6%-17.9pp |
| Annual return | 21.98% | 17.56%+4.4pp | 41.31%-19.3pp | 31.71%-9.7pp |
| Employer contribution / active EE | $402 | $1,713-76.6% | $2,498-83.9% | $2,471-83.8% |
| Participant deferral / active EE | $1,622 | $2,695-39.8% | $3,722-56.4% | $3,741-56.6% |
| Admin fee / account holder | $1,262 | $4,288-70.6% | $5,665-77.7% | $5,306-76.2% |