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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 | $17,665 | $57,590-69.3% | $86,233-79.5% | $82,448-78.6% |
| Participation rate | 25.8% | 57.9%-32.1pp | 69.0%-43.2pp | 68.1%-42.3pp |
| Annual return | 21.32% | 22.41%-1.1pp | 61.39%-40.1pp | 41.64%-20.3pp |
| Employer contribution / active EE | $380 | $1,655-77.0% | $2,504-84.8% | $2,551-85.1% |
| Participant deferral / active EE | $1,354 | $3,080-56.0% | $4,559-70.3% | $4,139-67.3% |
| Admin fee / account holder | $2,905 | $4,730-38.6% | $8,342-65.2% | $7,234-59.8% |