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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 | $14,852 | $75,541-80.3% | $152,093-90.2% | $82,637-82.0% |
| Participation rate | 51.9% | 66.5%-14.7pp | 77.8%-25.9pp | 68.1%-16.2pp |
| Annual return | 18.56% | 32.56%-14.0pp | 66.36%-47.8pp | 53.51%-34.9pp |
| Employer contribution / active EE | $498 | $2,622-81.0% | $4,175-88.1% | $2,552-80.5% |
| Participant deferral / active EE | $2,572 | $3,206-19.8% | $5,451-52.8% | $4,126-37.7% |
| Admin fee / account holder | $822 | $6,405-87.2% | $14,497-94.3% | $7,339-88.8% |