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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 | $17,909 | $58,057-69.2% | $97,032-81.5% | $86,983-79.4% |
| Participation rate | 34.8% | 60.4%-25.6pp | 71.6%-36.8pp | 69.5%-34.8pp |
| Annual return | 18.55% | 22.26%-3.7pp | 35.38%-16.8pp | 25.83%-7.3pp |
| Employer contribution / active EE | $380 | $1,663-77.1% | $2,629-85.5% | $2,584-85.3% |
| Participant deferral / active EE | $1,127 | $3,244-65.3% | $4,672-75.9% | $4,194-73.1% |
| Admin fee / account holder | $1,325 | $4,839-72.6% | $9,418-85.9% | $7,856-83.1% |