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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 | $14,360 | $55,713-74.2% | $75,901-81.1% | $72,975-80.3% |
| Participation rate | 44.0% | 61.1%-17.1pp | 69.3%-25.3pp | 69.5%-25.5pp |
| Annual return | 21.88% | 27.60%-5.7pp | 30.76%-8.9pp | 81.01%-59.1pp |
| Employer contribution / active EE | $739 | $1,687-56.2% | $2,501-70.5% | $2,440-69.7% |
| Participant deferral / active EE | $2,295 | $2,634-12.9% | $3,603-36.3% | $3,608-36.4% |
| Admin fee / account holder | $1,218 | $3,980-69.4% | $5,420-77.5% | $5,124-76.2% |