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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 | $14,973 | $46,599-67.9% | $64,101-76.6% | $75,173-80.1% |
| Participation rate | 51.1% | 65.9%-14.8pp | 72.3%-21.2pp | 67.2%-16.1pp |
| Annual return | 15.46% | 26.06%-10.6pp | 33.72%-18.3pp | 160.72%-145.3pp |
| Employer contribution / active EE | $648 | $1,975-67.2% | $2,749-76.4% | $2,671-75.7% |
| Participant deferral / active EE | $2,044 | $2,837-27.9% | $3,881-47.3% | $4,126-50.5% |
| Admin fee / account holder | $710 | $2,956-76.0% | $3,070-76.9% | $5,651-87.4% |