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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 | $22,141 | $63,809-65.3% | $81,353-72.8% | $80,935-72.6% |
| Participation rate | 28.2% | 63.9%-35.7pp | 69.5%-41.4pp | 67.7%-39.5pp |
| Annual return | 31.71% | 16.37%+15.3pp | 24.82%+6.9pp | 35.66%-3.9pp |
| Employer contribution / active EE | $543 | $1,981-72.6% | $2,464-77.9% | $2,757-80.3% |
| Participant deferral / active EE | $1,382 | $3,093-55.3% | $3,885-64.4% | $4,299-67.9% |
| Admin fee / account holder | $493 | $5,686-91.3% | $5,766-91.5% | $6,924-92.9% |