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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 | $58,627-67.5% | $76,735-75.2% | $82,448-76.9% |
| Participation rate | 54.9% | 63.2%-8.3pp | 69.5%-14.6pp | 68.1%-13.2pp |
| Annual return | 13.36% | 39.10%-25.7pp | 29.77%-16.4pp | 41.64%-28.3pp |
| Employer contribution / active EE | $664 | $1,729-61.6% | $2,454-72.9% | $2,551-74.0% |
| Participant deferral / active EE | $1,836 | $3,134-41.4% | $4,088-55.1% | $4,139-55.6% |
| Admin fee / account holder | $1,159 | $5,323-78.2% | $7,189-83.9% | $7,234-84.0% |