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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 | $20,100 | $57,140-64.8% | $85,240-76.4% | $80,959-75.2% |
| Participation rate | 33.3% | 56.4%-23.1pp | 67.5%-34.2pp | 67.7%-34.3pp |
| Annual return | 16.95% | 21.71%-4.8pp | 66.75%-49.8pp | 35.67%-18.7pp |
| Employer contribution / active EE | $642 | $1,802-64.4% | $2,735-76.5% | $2,757-76.7% |
| Participant deferral / active EE | $1,422 | $3,115-54.3% | $4,527-68.6% | $4,300-66.9% |
| Admin fee / account holder | $608 | $4,992-87.8% | $6,165-90.1% | $6,925-91.2% |