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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 | $16,713 | $45,050-62.9% | $63,018-73.5% | $70,126-76.2% |
| Participation rate | 57.4% | 69.5%-12.1pp | 74.8%-17.4pp | 69.5%-12.1pp |
| Annual return | 13.23% | 18.76%-5.5pp | 87.62%-74.4pp | 73.15%-59.9pp |
| Employer contribution / active EE | $564 | $2,052-72.5% | $2,761-79.6% | $2,343-75.9% |
| Participant deferral / active EE | $1,565 | $2,466-36.5% | $3,330-53.0% | $3,332-53.0% |
| Admin fee / account holder | $1,472 | $2,834-48.0% | $3,601-59.1% | $4,645-68.3% |