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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 | $16,655 | $43,338-61.6% | $59,887-72.2% | $64,173-74.0% |
| Participation rate | 57.1% | 69.2%-12.0pp | 74.7%-17.6pp | 69.6%-12.4pp |
| Annual return | 6.52% | -1.55%+8.1pp | 3.46%+3.1pp | 7.63%-1.1pp |
| Employer contribution / active EE | $654 | $2,030-67.8% | $2,722-76.0% | $2,381-72.5% |
| Participant deferral / active EE | $908 | $2,547-64.4% | $3,402-73.3% | $3,470-73.8% |
| Admin fee / account holder | $639 | $3,007-78.7% | $3,591-82.2% | $4,887-86.9% |