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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 | $25,754 | $46,877-45.1% | $122,354-79.0% | $70,126-63.3% |
| Participation rate | 16.7% | 58.2%-41.5pp | 71.6%-55.0pp | 69.5%-52.9pp |
| Annual return | 15.58% | 24.22%-8.6pp | 30.28%-14.7pp | 73.15%-57.6pp |
| Employer contribution / active EE | $303 | $1,288-76.5% | $4,051-92.5% | $2,343-87.0% |
| Participant deferral / active EE | $1,213 | $2,167-44.0% | $3,287-63.1% | $3,332-63.6% |
| Admin fee / account holder | $856 | $3,324-74.3% | $5,479-84.4% | $4,645-81.6% |