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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 | $57,057-64.8% | $85,009-76.4% | $80,874-75.1% |
| Participation rate | 33.3% | 56.4%-23.0pp | 67.5%-34.2pp | 67.6%-34.3pp |
| Annual return | 16.95% | 21.66%-4.7pp | 66.47%-49.5pp | 35.62%-18.7pp |
| Employer contribution / active EE | $642 | $1,799-64.3% | $2,728-76.5% | $2,756-76.7% |
| Participant deferral / active EE | $1,422 | $3,112-54.3% | $4,522-68.5% | $4,297-66.9% |
| Admin fee / account holder | $608 | $4,986-87.8% | $6,153-90.1% | $6,935-91.2% |