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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 | $20,859 | $60,442-65.5% | $96,754-78.4% | $87,485-76.2% |
| Participation rate | 19.8% | 58.7%-39.0pp | 70.3%-50.5pp | 68.9%-49.2pp |
| Annual return | 26.92% | 21.97%+5.0pp | 82.04%-55.1pp | 26.06%+0.9pp |
| Employer contribution / active EE | $212 | $1,691-87.5% | $2,679-92.1% | $2,596-91.8% |
| Participant deferral / active EE | $1,634 | $3,280-50.2% | $4,758-65.7% | $4,274-61.8% |
| Admin fee / account holder | $331 | $5,069-93.5% | $8,905-96.3% | $7,775-95.7% |