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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 | $55,333 | $57,119-3.1% | $85,187-35.0% | $80,935-31.6% |
| Participation rate | 13.4% | 56.4%-43.0pp | 67.5%-54.1pp | 67.7%-54.2pp |
| Annual return | 21.34% | 21.70%-0.4pp | 66.67%-45.3pp | 35.66%-14.3pp |
| Employer contribution / active EE | $299 | $1,802-83.4% | $2,732-89.1% | $2,757-89.2% |
| Participant deferral / active EE | $872 | $3,115-72.0% | $4,525-80.7% | $4,299-79.7% |
| Admin fee / account holder | $793 | $4,990-84.1% | $6,162-87.1% | $6,924-88.5% |