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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 | $14,199 | $46,599-69.5% | $64,101-77.8% | $75,173-81.1% |
| Participation rate | 37.8% | 65.9%-28.1pp | 72.3%-34.5pp | 67.2%-29.4pp |
| Annual return | 18.30% | 26.06%-7.8pp | 33.72%-15.4pp | 160.72%-142.4pp |
| Employer contribution / active EE | $565 | $1,975-71.4% | $2,749-79.4% | $2,671-78.8% |
| Participant deferral / active EE | $989 | $2,837-65.1% | $3,881-74.5% | $4,126-76.0% |
| Admin fee / account holder | $1,812 | $2,956-38.7% | $3,070-41.0% | $5,651-67.9% |