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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 | $13,106 | $57,119-77.1% | $85,187-84.6% | $80,935-83.8% |
| Participation rate | 20.8% | 56.4%-35.7pp | 67.5%-46.8pp | 67.7%-46.9pp |
| Annual return | 10.54% | 21.70%-11.2pp | 66.67%-56.1pp | 35.66%-25.1pp |
| Employer contribution / active EE | $515 | $1,802-71.4% | $2,732-81.1% | $2,757-81.3% |
| Participant deferral / active EE | $819 | $3,115-73.7% | $4,525-81.9% | $4,299-80.9% |
| Admin fee / account holder | $3,142 | $4,990-37.0% | $6,162-49.0% | $6,924-54.6% |