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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 | $11,069 | $45,312-75.6% | $86,233-87.2% | $67,986-83.7% |
| Participation rate | 25.4% | 42.4%-17.0pp | 69.0%-43.6pp | 57.2%-31.8pp |
| Annual return | 26.83% | 24.79%+2.0pp | 61.39%-34.6pp | 31.67%-4.8pp |
| Employer contribution / active EE | $687 | $1,160-40.7% | $2,504-72.6% | $2,019-66.0% |
| Participant deferral / active EE | $1,012 | $2,185-53.7% | $4,559-77.8% | $3,358-69.9% |
| Admin fee / account holder | $1,186 | $3,295-64.0% | $8,342-85.8% | $3,203-63.0% |