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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 | $20,359 | $57,073-64.3% | $85,126-76.1% | $80,925-74.8% |
| Participation rate | 51.7% | 56.4%-4.7pp | 67.5%-15.8pp | 67.7%-15.9pp |
| Annual return | 12.67% | 21.69%-9.0pp | 66.63%-54.0pp | 35.65%-23.0pp |
| Employer contribution / active EE | $608 | $1,801-66.3% | $2,731-77.8% | $2,756-78.0% |
| Participant deferral / active EE | $2,434 | $3,113-21.8% | $4,523-46.2% | $4,299-43.4% |
| Admin fee / account holder | $1,510 | $4,988-69.7% | $6,160-75.5% | $6,940-78.2% |