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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 | $14,722 | $55,932-73.7% | $76,735-80.8% | $67,986-78.3% |
| Participation rate | 26.3% | 50.8%-24.5pp | 69.5%-43.2pp | 57.2%-31.0pp |
| Annual return | 14.78% | 23.10%-8.3pp | 29.77%-15.0pp | 31.67%-16.9pp |
| Employer contribution / active EE | $376 | $1,487-74.7% | $2,454-84.7% | $2,019-81.4% |
| Participant deferral / active EE | $1,226 | $2,558-52.1% | $4,088-70.0% | $3,358-63.5% |
| Admin fee / account holder | $2,090 | $4,907-57.4% | $7,189-70.9% | $3,203-34.7% |