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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 | $16,624 | $51,222-67.5% | $70,544-76.4% | $75,173-77.9% |
| Participation rate | 28.4% | 61.0%-32.6pp | 68.4%-40.0pp | 67.2%-38.8pp |
| Annual return | 19.67% | 30.06%-10.4pp | 32.79%-13.1pp | 160.72%-141.0pp |
| Employer contribution / active EE | $679 | $1,827-62.8% | $2,976-77.2% | $2,671-74.6% |
| Participant deferral / active EE | $1,654 | $2,850-42.0% | $4,568-63.8% | $4,126-59.9% |
| Admin fee / account holder | $1,360 | $4,096-66.8% | $6,427-78.8% | $5,651-75.9% |