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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 | $15,661 | $59,440-73.7% | $78,004-79.9% | $82,637-81.0% |
| Participation rate | 46.4% | 62.8%-16.4pp | 69.4%-23.0pp | 68.1%-21.6pp |
| Annual return | 17.86% | 40.24%-22.4pp | 31.07%-13.2pp | 53.51%-35.6pp |
| Employer contribution / active EE | $675 | $1,750-61.4% | $2,469-72.7% | $2,552-73.6% |
| Participant deferral / active EE | $1,429 | $3,138-54.5% | $4,092-65.1% | $4,126-65.4% |
| Admin fee / account holder | $771 | $5,504-86.0% | $7,578-89.8% | $7,339-89.5% |