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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 | $17,065 | $45,050-62.1% | $63,018-72.9% | $70,126-75.7% |
| Participation rate | 31.3% | 69.5%-38.2pp | 74.8%-43.5pp | 69.5%-38.2pp |
| Annual return | 11.32% | 18.76%-7.4pp | 87.62%-76.3pp | 73.15%-61.8pp |
| Employer contribution / active EE | $569 | $2,052-72.2% | $2,761-79.4% | $2,343-75.7% |
| Participant deferral / active EE | $991 | $2,466-59.8% | $3,330-70.2% | $3,332-70.3% |
| Admin fee / account holder | $1,695 | $2,834-40.2% | $3,601-52.9% | $4,645-63.5% |