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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 | $19,033 | $69,444-72.6% | $92,985-79.5% | $87,485-78.2% |
| Participation rate | 54.9% | 63.3%-8.4pp | 69.5%-14.6pp | 68.9%-14.1pp |
| Annual return | 13.36% | 23.85%-10.5pp | 27.99%-14.6pp | 26.06%-12.7pp |
| Employer contribution / active EE | $664 | $1,917-65.3% | $2,662-75.0% | $2,596-74.4% |
| Participant deferral / active EE | $1,836 | $3,364-45.4% | $4,377-58.0% | $4,274-57.0% |
| Admin fee / account holder | $1,159 | $6,137-81.1% | $9,463-87.8% | $7,775-85.1% |