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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 | $19,229 | $46,599-58.7% | $64,101-70.0% | $75,173-74.4% |
| Participation rate | 60.4% | 65.9%-5.5pp | 72.3%-11.9pp | 67.2%-6.8pp |
| Annual return | 17.25% | 26.06%-8.8pp | 33.72%-16.5pp | 160.72%-143.5pp |
| Employer contribution / active EE | $545 | $1,975-72.4% | $2,749-80.2% | $2,671-79.6% |
| Participant deferral / active EE | $1,257 | $2,837-55.7% | $3,881-67.6% | $4,126-69.5% |
| Admin fee / account holder | $2,103 | $2,956-28.9% | $3,070-31.5% | $5,651-62.8% |