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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 | $16,654 | $57,061-70.8% | $85,063-80.4% | $80,911-79.4% |
| Participation rate | 34.5% | 56.3%-21.8pp | 67.5%-33.0pp | 67.6%-33.1pp |
| Annual return | 14.32% | 21.66%-7.3pp | 66.54%-52.2pp | 35.63%-21.3pp |
| Employer contribution / active EE | $915 | $1,799-49.1% | $2,727-66.4% | $2,756-66.8% |
| Participant deferral / active EE | $1,122 | $3,110-63.9% | $4,523-75.2% | $4,297-73.9% |
| Admin fee / account holder | $932 | $4,986-81.3% | $6,155-84.9% | $6,935-86.6% |