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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 | $16,251 | $46,596-65.1% | $64,099-74.6% | $75,181-78.4% |
| Participation rate | 66.7% | 65.9%+0.7pp | 72.3%-5.6pp | 67.2%-0.5pp |
| Annual return | 15.58% | 26.04%-10.5pp | 33.70%-18.1pp | 160.69%-145.1pp |
| Employer contribution / active EE | $618 | $1,975-68.7% | $2,748-77.5% | $2,671-76.9% |
| Participant deferral / active EE | $2,064 | $2,837-27.3% | $3,881-46.8% | $4,126-50.0% |
| Admin fee / account holder | $530 | $2,954-82.1% | $3,070-82.8% | $5,650-90.6% |