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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 | $14,293 | $51,202-72.1% | $70,548-79.7% | $75,181-81.0% |
| Participation rate | 35.4% | 61.0%-25.5pp | 68.3%-32.9pp | 67.2%-31.8pp |
| Annual return | 17.79% | 30.05%-12.3pp | 32.78%-15.0pp | 160.69%-142.9pp |
| Employer contribution / active EE | $654 | $1,827-64.2% | $2,975-78.0% | $2,671-75.5% |
| Participant deferral / active EE | $1,373 | $2,850-51.8% | $4,567-69.9% | $4,126-66.7% |
| Admin fee / account holder | $1,330 | $4,094-67.5% | $6,424-79.3% | $5,650-76.5% |