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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 | $16,230 | $43,075-62.3% | $74,577-78.2% | $62,881-74.2% |
| Participation rate | 15.9% | 58.1%-42.1pp | 68.1%-52.2pp | 69.3%-53.4pp |
| Annual return | 8.10% | 17.50%-9.4pp | 20.47%-12.4pp | 20.14%-12.0pp |
| Employer contribution / active EE | $629 | $1,498-58.0% | $2,525-75.1% | $2,281-72.4% |
| Participant deferral / active EE | $1,280 | $2,389-46.4% | $3,458-63.0% | $3,203-60.0% |
| Admin fee / account holder | $3,413 | $2,840+20.2% | $4,138-17.5% | $4,296-20.5% |