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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 | $14,910 | $59,839-75.1% | $81,991-81.8% | $79,852-81.3% |
| Participation rate | 33.3% | 61.6%-28.3pp | 69.3%-35.9pp | 69.6%-36.3pp |
| Annual return | 36.34% | 17.56%+18.8pp | 41.31%-5.0pp | 31.72%+4.6pp |
| Employer contribution / active EE | $792 | $1,713-53.8% | $2,498-68.3% | $2,471-68.0% |
| Participant deferral / active EE | $1,148 | $2,695-57.4% | $3,722-69.2% | $3,740-69.3% |
| Admin fee / account holder | $492 | $4,287-88.5% | $5,665-91.3% | $5,306-90.7% |