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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 | $15,170 | $45,087-66.4% | $69,483-78.2% | $72,976-79.2% |
| Participation rate | 32.6% | 68.5%-35.9pp | 74.6%-42.0pp | 69.5%-36.9pp |
| Annual return | 24.06% | 22.67%+1.4pp | 28.99%-4.9pp | 81.02%-57.0pp |
| Employer contribution / active EE | $651 | $2,055-68.3% | $2,780-76.6% | $2,440-73.3% |
| Participant deferral / active EE | $1,326 | $2,603-49.1% | $3,537-62.5% | $3,608-63.2% |
| Admin fee / account holder | $812 | $3,057-73.4% | $3,841-78.9% | $5,124-84.2% |