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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 | $16,635 | $54,757-69.6% | $90,304-81.6% | $72,975-77.2% |
| Participation rate | 50.7% | 65.2%-14.4pp | 73.3%-22.5pp | 69.5%-18.7pp |
| Annual return | 36.09% | 30.63%+5.5pp | 78.13%-42.0pp | 81.01%-44.9pp |
| Employer contribution / active EE | $767 | $2,093-63.4% | $2,855-73.1% | $2,440-68.6% |
| Participant deferral / active EE | $1,399 | $2,887-51.5% | $3,885-64.0% | $3,608-61.2% |
| Admin fee / account holder | $826 | $3,973-79.2% | $5,354-84.6% | $5,124-83.9% |