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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 | $15,268 | $57,073-73.2% | $85,126-82.1% | $80,925-81.1% |
| Participation rate | 44.8% | 56.4%-11.6pp | 67.5%-22.7pp | 67.7%-22.8pp |
| Annual return | 20.63% | 21.69%-1.1pp | 66.63%-46.0pp | 35.65%-15.0pp |
| Employer contribution / active EE | $899 | $1,801-50.1% | $2,731-67.1% | $2,756-67.4% |
| Participant deferral / active EE | $1,398 | $3,113-55.1% | $4,523-69.1% | $4,299-67.5% |
| Admin fee / account holder | $1,532 | $4,988-69.3% | $6,160-75.1% | $6,940-77.9% |