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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 | $12,431 | $54,757-77.3% | $90,304-86.2% | $72,975-83.0% |
| Participation rate | 18.2% | 65.2%-47.0pp | 73.3%-55.1pp | 69.5%-51.3pp |
| Annual return | 31.10% | 30.63%+0.5pp | 78.13%-47.0pp | 81.01%-49.9pp |
| Employer contribution / active EE | $312 | $2,093-85.1% | $2,855-89.1% | $2,440-87.2% |
| Participant deferral / active EE | $1,002 | $2,887-65.3% | $3,885-74.2% | $3,608-72.2% |
| Admin fee / account holder | $392 | $3,973-90.1% | $5,354-92.7% | $5,124-92.3% |