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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 | $14,250 | $51,166-72.1% | $70,544-79.8% | $71,511-80.1% |
| Participation rate | 24.6% | 59.4%-34.7pp | 68.4%-43.7pp | 67.9%-43.3pp |
| Annual return | 14.32% | 42.71%-28.4pp | 32.79%-18.5pp | 28.86%-14.5pp |
| Employer contribution / active EE | $605 | $1,793-66.2% | $2,976-79.7% | $2,589-76.6% |
| Participant deferral / active EE | $1,071 | $3,031-64.6% | $4,568-76.5% | $4,291-75.0% |
| Admin fee / account holder | $1,312 | $2,000-34.4% | $6,427-79.6% | $1,588-17.4% |