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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 | $57,073-64.8% | $85,126-76.4% | $80,925-75.2% |
| Participation rate | 33.3% | 56.4%-23.1pp | 67.5%-34.2pp | 67.7%-34.3pp |
| Annual return | 16.95% | 21.69%-4.7pp | 66.63%-49.7pp | 35.65%-18.7pp |
| Employer contribution / active EE | $642 | $1,801-64.4% | $2,731-76.5% | $2,756-76.7% |
| Participant deferral / active EE | $1,422 | $3,113-54.3% | $4,523-68.6% | $4,299-66.9% |
| Admin fee / account holder | $608 | $4,988-87.8% | $6,160-90.1% | $6,940-91.2% |