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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 | $25,383 | $57,590-55.9% | $86,233-70.6% | $82,448-69.2% |
| Participation rate | 32.4% | 57.9%-25.5pp | 69.0%-36.7pp | 68.1%-35.7pp |
| Annual return | 13.64% | 22.41%-8.8pp | 61.39%-47.7pp | 41.64%-28.0pp |
| Employer contribution / active EE | $450 | $1,655-72.8% | $2,504-82.0% | $2,551-82.4% |
| Participant deferral / active EE | $930 | $3,080-69.8% | $4,559-79.6% | $4,139-77.5% |
| Admin fee / account holder | $328 | $4,730-93.1% | $8,342-96.1% | $7,234-95.5% |