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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 | $57,061-61.6% | $85,063-74.2% | $80,911-72.9% |
| Participation rate | 24.2% | 56.3%-32.1pp | 67.5%-43.3pp | 67.6%-43.4pp |
| Annual return | 16.29% | 21.66%-5.4pp | 66.54%-50.2pp | 35.63%-19.3pp |
| Employer contribution / active EE | $483 | $1,799-73.1% | $2,727-82.3% | $2,756-82.5% |
| Participant deferral / active EE | $894 | $3,110-71.3% | $4,523-80.2% | $4,297-79.2% |
| Admin fee / account holder | $741 | $4,986-85.1% | $6,155-88.0% | $6,935-89.3% |