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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 | $18,317 | $54,297-66.3% | $97,032-81.1% | $65,306-72.0% |
| Participation rate | 40.3% | 42.3%-2.0pp | 71.6%-31.3pp | 57.7%-17.4pp |
| Annual return | 13.68% | 21.17%-7.5pp | 35.38%-21.7pp | 21.94%-8.3pp |
| Employer contribution / active EE | $541 | $1,365-60.4% | $2,629-79.4% | $1,967-72.5% |
| Participant deferral / active EE | $1,243 | $2,259-45.0% | $4,672-73.4% | $2,959-58.0% |
| Admin fee / account holder | $1,707 | $3,744-54.4% | $9,418-81.9% | $3,480-51.0% |