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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 | $18,231 | $57,119-68.1% | $85,187-78.6% | $80,935-77.5% |
| Participation rate | 21.9% | 56.4%-34.5pp | 67.5%-45.6pp | 67.7%-45.8pp |
| Annual return | 19.52% | 21.70%-2.2pp | 66.67%-47.1pp | 35.66%-16.1pp |
| Employer contribution / active EE | $556 | $1,802-69.1% | $2,732-79.6% | $2,757-79.8% |
| Participant deferral / active EE | $827 | $3,115-73.4% | $4,525-81.7% | $4,299-80.8% |
| Admin fee / account holder | $766 | $4,990-84.6% | $6,162-87.6% | $6,924-88.9% |