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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 | $23,177 | $57,073-59.4% | $85,126-72.8% | $80,925-71.4% |
| Participation rate | 28.3% | 56.4%-28.1pp | 67.5%-39.3pp | 67.7%-39.4pp |
| Annual return | 14.23% | 21.69%-7.5pp | 66.63%-52.4pp | 35.65%-21.4pp |
| Employer contribution / active EE | $485 | $1,801-73.1% | $2,731-82.2% | $2,756-82.4% |
| Participant deferral / active EE | $1,104 | $3,113-64.5% | $4,523-75.6% | $4,299-74.3% |
| Admin fee / account holder | $994 | $4,988-80.1% | $6,160-83.9% | $6,940-85.7% |