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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 | $16,567 | $58,627-71.7% | $76,735-78.4% | $82,448-79.9% |
| Participation rate | 41.8% | 63.2%-21.4pp | 69.5%-27.7pp | 68.1%-26.3pp |
| Annual return | 14.52% | 39.10%-24.6pp | 29.77%-15.3pp | 41.64%-27.1pp |
| Employer contribution / active EE | $598 | $1,729-65.4% | $2,454-75.6% | $2,551-76.6% |
| Participant deferral / active EE | $1,180 | $3,134-62.3% | $4,088-71.1% | $4,139-71.5% |
| Admin fee / account holder | $2,891 | $5,323-45.7% | $7,189-59.8% | $7,234-60.0% |