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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 | $57,119-70.8% | $85,187-80.5% | $80,935-79.4% |
| Participation rate | 34.5% | 56.4%-21.9pp | 67.5%-33.0pp | 67.7%-33.1pp |
| Annual return | 14.32% | 21.70%-7.4pp | 66.67%-52.3pp | 35.66%-21.3pp |
| Employer contribution / active EE | $915 | $1,802-49.2% | $2,732-66.5% | $2,757-66.8% |
| Participant deferral / active EE | $1,122 | $3,115-64.0% | $4,525-75.2% | $4,299-73.9% |
| Admin fee / account holder | $932 | $4,990-81.3% | $6,162-84.9% | $6,924-86.5% |