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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 | $17,871 | $58,627-69.5% | $76,735-76.7% | $82,448-78.3% |
| Participation rate | 36.0% | 63.2%-27.2pp | 69.5%-33.5pp | 68.1%-32.1pp |
| Annual return | 16.88% | 39.10%-22.2pp | 29.77%-12.9pp | 41.64%-24.8pp |
| Employer contribution / active EE | $630 | $1,729-63.5% | $2,454-74.3% | $2,551-75.3% |
| Participant deferral / active EE | $1,535 | $3,134-51.0% | $4,088-62.5% | $4,139-62.9% |
| Admin fee / account holder | $1,888 | $5,323-64.5% | $7,189-73.7% | $7,234-73.9% |