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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 | $15,317 | $59,123-74.1% | $77,183-80.2% | $75,181-79.6% |
| Participation rate | 25.6% | 63.9%-38.3pp | 69.6%-44.0pp | 67.2%-41.6pp |
| Annual return | 28.95% | 26.72%+2.2pp | 37.89%-8.9pp | 160.69%-131.7pp |
| Employer contribution / active EE | $908 | $1,996-54.5% | $2,534-64.1% | $2,671-66.0% |
| Participant deferral / active EE | $1,905 | $2,999-36.5% | $3,833-50.3% | $4,126-53.8% |
| Admin fee / account holder | $771 | $4,776-83.9% | $5,475-85.9% | $5,650-86.4% |