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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 | $18,821 | $57,061-67.0% | $85,063-77.9% | $80,911-76.7% |
| Participation rate | 52.9% | 56.3%-3.5pp | 67.5%-14.6pp | 67.6%-14.8pp |
| Annual return | 11.15% | 21.66%-10.5pp | 66.54%-55.4pp | 35.63%-24.5pp |
| Employer contribution / active EE | $288 | $1,799-84.0% | $2,727-89.4% | $2,756-89.6% |
| Participant deferral / active EE | $1,986 | $3,110-36.1% | $4,523-56.1% | $4,297-53.8% |
| Admin fee / account holder | $1,034 | $4,986-79.3% | $6,155-83.2% | $6,935-85.1% |