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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 | $15,446 | $67,894-77.2% | $89,340-82.7% | $82,448-81.3% |
| Participation rate | 27.7% | 64.0%-36.4pp | 69.6%-41.9pp | 68.1%-40.4pp |
| Annual return | 21.80% | 19.21%+2.6pp | 20.57%+1.2pp | 41.64%-19.8pp |
| Employer contribution / active EE | $579 | $1,828-68.3% | $2,231-74.1% | $2,551-77.3% |
| Participant deferral / active EE | $1,195 | $3,072-61.1% | $3,823-68.7% | $4,139-71.1% |
| Admin fee / account holder | $3,632 | $5,723-36.5% | $6,704-45.8% | $7,234-49.8% |