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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 | $19,196 | $73,787-74.0% | $98,716-80.6% | $82,448-76.7% |
| Participation rate | 48.6% | 61.4%-12.8pp | 69.3%-20.6pp | 68.1%-19.4pp |
| Annual return | 16.49% | 18.57%-2.1pp | 31.81%-15.3pp | 41.64%-25.1pp |
| Employer contribution / active EE | $908 | $1,511-39.9% | $2,279-60.1% | $2,551-64.4% |
| Participant deferral / active EE | $1,625 | $3,081-47.3% | $4,048-59.8% | $4,139-60.7% |
| Admin fee / account holder | $491 | $6,500-92.4% | $8,703-94.4% | $7,234-93.2% |