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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 | $19,710 | $45,082-56.3% | $69,464-71.6% | $72,975-73.0% |
| Participation rate | 40.7% | 68.5%-27.8pp | 74.6%-33.9pp | 69.5%-28.7pp |
| Annual return | 24.52% | 22.66%+1.9pp | 28.98%-4.5pp | 81.01%-56.5pp |
| Employer contribution / active EE | $626 | $2,055-69.5% | $2,779-77.5% | $2,440-74.3% |
| Participant deferral / active EE | $1,171 | $2,604-55.0% | $3,536-66.9% | $3,608-67.6% |
| Admin fee / account holder | $746 | $3,057-75.6% | $3,840-80.6% | $5,124-85.4% |