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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 | $17,270 | $42,383-59.3% | $76,518-77.4% | $64,173-73.1% |
| Participation rate | 35.4% | 58.1%-22.8pp | 68.0%-32.6pp | 69.6%-34.2pp |
| Annual return | 11.66% | -16.54%+28.2pp | -0.27%+11.9pp | 7.63%+4.0pp |
| Employer contribution / active EE | $755 | $1,563-51.7% | $2,647-71.5% | $2,381-68.3% |
| Participant deferral / active EE | $1,616 | $2,566-37.0% | $3,836-57.9% | $3,470-53.4% |
| Admin fee / account holder | $2,087 | $3,198-34.7% | $4,849-57.0% | $4,887-57.3% |