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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 | $21,375 | $88,707-75.9% | $74,184-71.2% | $273,972-92.2% |
| Participation rate | 61.5% | 79.4%-17.9pp | 76.6%-15.1pp | 83.0%-21.5pp |
| Annual return | 8.98% | 11.94%-3.0pp | 17.74%-8.8pp | 41.46%-32.5pp |
| Employer contribution / active EE | $653 | $3,159-79.3% | $2,370-72.4% | $4,869-86.6% |
| Participant deferral / active EE | $1,425 | $4,212-66.2% | $3,550-59.8% | $5,287-73.0% |
| Admin fee / account holder | $1,838 | $8,717-78.9% | $5,586-67.1% | $10,133-81.9% |