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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 | $16,016 | $39,132-59.1% | $57,196-72.0% | $62,881-74.5% |
| Participation rate | 41.4% | 70.5%-29.1pp | 75.3%-34.0pp | 69.3%-27.9pp |
| Annual return | 4.11% | 9.24%-5.1pp | 14.59%-10.5pp | 20.14%-16.0pp |
| Employer contribution / active EE | $374 | $1,874-80.1% | $2,683-86.1% | $2,281-83.6% |
| Participant deferral / active EE | $1,014 | $2,374-57.3% | $3,096-67.2% | $3,203-68.3% |
| Admin fee / account holder | $1,730 | $2,594-33.3% | $3,141-44.9% | $4,296-59.7% |