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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 | $21,913 | $57,140-61.7% | $85,240-74.3% | $80,959-72.9% |
| Participation rate | 24.2% | 56.4%-32.2pp | 67.5%-43.3pp | 67.7%-43.5pp |
| Annual return | 16.29% | 21.71%-5.4pp | 66.75%-50.5pp | 35.67%-19.4pp |
| Employer contribution / active EE | $483 | $1,802-73.2% | $2,735-82.3% | $2,757-82.5% |
| Participant deferral / active EE | $894 | $3,115-71.3% | $4,527-80.3% | $4,300-79.2% |
| Admin fee / account holder | $741 | $4,992-85.2% | $6,165-88.0% | $6,925-89.3% |