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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 | $19,275 | $52,580-63.3% | $71,671-73.1% | $70,126-72.5% |
| Participation rate | 54.5% | 60.9%-6.3pp | 68.7%-14.2pp | 69.5%-15.0pp |
| Annual return | 15.03% | 20.25%-5.2pp | 20.65%-5.6pp | 73.15%-58.1pp |
| Employer contribution / active EE | $283 | $1,616-82.5% | $2,460-88.5% | $2,343-87.9% |
| Participant deferral / active EE | $1,281 | $2,386-46.3% | $3,438-62.7% | $3,332-61.6% |
| Admin fee / account holder | $1,181 | $3,653-67.7% | $5,558-78.8% | $4,645-74.6% |