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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 | $17,046 | $57,073-70.1% | $85,126-80.0% | $80,925-78.9% |
| Participation rate | 35.3% | 56.4%-21.1pp | 67.5%-32.2pp | 67.7%-32.4pp |
| Annual return | 10.64% | 21.69%-11.1pp | 66.63%-56.0pp | 35.65%-25.0pp |
| Employer contribution / active EE | $839 | $1,801-53.4% | $2,731-69.3% | $2,756-69.6% |
| Participant deferral / active EE | $1,218 | $3,113-60.9% | $4,523-73.1% | $4,299-71.7% |
| Admin fee / account holder | $668 | $4,988-86.6% | $6,160-89.2% | $6,940-90.4% |