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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 | $14,697 | $58,627-74.9% | $76,735-80.8% | $82,448-82.2% |
| Participation rate | 60.0% | 63.2%-3.2pp | 69.5%-9.5pp | 68.1%-8.1pp |
| Annual return | 21.31% | 39.10%-17.8pp | 29.77%-8.5pp | 41.64%-20.3pp |
| Employer contribution / active EE | $411 | $1,729-76.2% | $2,454-83.2% | $2,551-83.9% |
| Participant deferral / active EE | $1,955 | $3,134-37.6% | $4,088-52.2% | $4,139-52.8% |
| Admin fee / account holder | $1,473 | $5,323-72.3% | $7,189-79.5% | $7,234-79.6% |