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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 | $16,671 | $39,132-57.4% | $57,196-70.9% | $62,881-73.5% |
| Participation rate | 38.7% | 70.5%-31.8pp | 75.3%-36.6pp | 69.3%-30.6pp |
| Annual return | 7.44% | 9.24%-1.8pp | 14.59%-7.1pp | 20.14%-12.7pp |
| Employer contribution / active EE | $603 | $1,874-67.8% | $2,683-77.5% | $2,281-73.5% |
| Participant deferral / active EE | $1,473 | $2,374-38.0% | $3,096-52.4% | $3,203-54.0% |
| Admin fee / account holder | $2,134 | $2,594-17.7% | $3,141-32.0% | $4,296-50.3% |