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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 | $20,908 | $57,590-63.7% | $86,233-75.8% | $82,448-74.6% |
| Participation rate | 60.0% | 57.9%+2.1pp | 69.0%-9.0pp | 68.1%-8.1pp |
| Annual return | 13.78% | 22.41%-8.6pp | 61.39%-47.6pp | 41.64%-27.9pp |
| Employer contribution / active EE | $380 | $1,655-77.1% | $2,504-84.8% | $2,551-85.1% |
| Participant deferral / active EE | $1,200 | $3,080-61.0% | $4,559-73.7% | $4,139-71.0% |
| Admin fee / account holder | $1,494 | $4,730-68.4% | $8,342-82.1% | $7,234-79.3% |