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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 | $18,332 | $57,061-67.9% | $85,063-78.4% | $80,911-77.3% |
| Participation rate | 26.9% | 56.3%-29.4pp | 67.5%-40.6pp | 67.6%-40.7pp |
| Annual return | 13.40% | 21.66%-8.3pp | 66.54%-53.1pp | 35.63%-22.2pp |
| Employer contribution / active EE | $746 | $1,799-58.5% | $2,727-72.6% | $2,756-72.9% |
| Participant deferral / active EE | $2,191 | $3,110-29.6% | $4,523-51.6% | $4,297-49.0% |
| Admin fee / account holder | $647 | $4,986-87.0% | $6,155-89.5% | $6,935-90.7% |