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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 | $16,450 | $47,944-65.7% | $67,834-75.8% | $62,881-73.8% |
| Participation rate | 44.4% | 61.1%-16.6pp | 68.8%-24.4pp | 69.3%-24.9pp |
| Annual return | 6.82% | 11.77%-4.9pp | 138.47%-131.7pp | 20.14%-13.3pp |
| Employer contribution / active EE | $486 | $1,562-68.9% | $2,403-79.8% | $2,281-78.7% |
| Participant deferral / active EE | $1,307 | $2,247-41.8% | $3,160-58.6% | $3,203-59.2% |
| Admin fee / account holder | $783 | $3,712-78.9% | $4,622-83.1% | $4,296-81.8% |