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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 | $18,916 | $52,580-64.0% | $71,671-73.6% | $70,126-73.0% |
| Participation rate | 34.4% | 60.9%-26.5pp | 68.7%-34.4pp | 69.5%-35.2pp |
| Annual return | 22.77% | 20.25%+2.5pp | 20.65%+2.1pp | 73.15%-50.4pp |
| Employer contribution / active EE | $830 | $1,616-48.6% | $2,460-66.2% | $2,343-64.5% |
| Participant deferral / active EE | $1,544 | $2,386-35.3% | $3,438-55.1% | $3,332-53.7% |
| Admin fee / account holder | $979 | $3,653-73.2% | $5,558-82.4% | $4,645-78.9% |