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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 | $14,101 | $39,132-64.0% | $57,196-75.3% | $62,881-77.6% |
| Participation rate | 40.7% | 70.5%-29.7pp | 75.3%-34.6pp | 69.3%-28.6pp |
| Annual return | 5.42% | 9.24%-3.8pp | 14.59%-9.2pp | 20.14%-14.7pp |
| Employer contribution / active EE | $391 | $1,874-79.2% | $2,683-85.4% | $2,281-82.9% |
| Participant deferral / active EE | $1,353 | $2,374-43.0% | $3,096-56.3% | $3,203-57.8% |
| Admin fee / account holder | $1,955 | $2,594-24.6% | $3,141-37.7% | $4,296-54.5% |