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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 | $19,073 | $45,872-58.4% | $77,100-75.3% | $68,490-72.2% |
| Participation rate | 37.8% | 55.9%-18.1pp | 67.9%-30.1pp | 67.9%-30.1pp |
| Annual return | 15.84% | 1.73%+14.1pp | 42.35%-26.5pp | -7.85%+23.7pp |
| Employer contribution / active EE | $1,016 | $1,650-38.4% | $2,815-63.9% | $2,597-60.9% |
| Participant deferral / active EE | $1,399 | $2,963-52.8% | $4,430-68.4% | $4,028-65.3% |
| Admin fee / account holder | $395 | $3,041-87.0% | $5,443-92.7% | $5,403-92.7% |