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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 | $15,191 | $52,306-71.0% | $69,779-78.2% | $62,881-75.8% |
| Participation rate | 52.5% | 67.2%-14.7pp | 71.8%-19.3pp | 69.3%-16.8pp |
| Annual return | 8.91% | 13.35%-4.4pp | 12.99%-4.1pp | 20.14%-11.2pp |
| Employer contribution / active EE | $643 | $1,799-64.3% | $2,338-72.5% | $2,281-71.8% |
| Participant deferral / active EE | $989 | $2,395-58.7% | $2,931-66.2% | $3,203-69.1% |
| Admin fee / account holder | $402 | $3,691-89.1% | $4,381-90.8% | $4,296-90.6% |