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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 | $15,878 | $63,773-75.1% | $81,286-80.5% | $80,925-80.4% |
| Participation rate | 25.7% | 63.9%-38.2pp | 69.5%-43.8pp | 67.7%-42.0pp |
| Annual return | 18.62% | 16.37%+2.3pp | 24.80%-6.2pp | 35.65%-17.0pp |
| Employer contribution / active EE | $916 | $1,979-53.7% | $2,463-62.8% | $2,756-66.8% |
| Participant deferral / active EE | $1,865 | $3,093-39.7% | $3,883-52.0% | $4,299-56.6% |
| Admin fee / account holder | $407 | $5,682-92.8% | $5,764-92.9% | $6,940-94.1% |