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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 | $16,878 | $49,025-65.6% | $87,502-80.7% | $62,881-73.2% |
| Participation rate | 53.8% | 64.9%-11.0pp | 73.8%-20.0pp | 69.3%-15.5pp |
| Annual return | 5.13% | 10.02%-4.9pp | 12.21%-7.1pp | 20.14%-15.0pp |
| Employer contribution / active EE | $614 | $1,372-55.2% | $2,550-75.9% | $2,281-73.1% |
| Participant deferral / active EE | $1,857 | $2,289-18.9% | $3,149-41.0% | $3,203-42.0% |
| Admin fee / account holder | $458 | $4,065-88.7% | $4,221-89.2% | $4,296-89.3% |