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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 | $14,027 | $57,119-75.4% | $85,187-83.5% | $80,935-82.7% |
| Participation rate | 30.6% | 56.4%-25.8pp | 67.5%-36.9pp | 67.7%-37.0pp |
| Annual return | 11.26% | 21.70%-10.4pp | 66.67%-55.4pp | 35.66%-24.4pp |
| Employer contribution / active EE | $284 | $1,802-84.2% | $2,732-89.6% | $2,757-89.7% |
| Participant deferral / active EE | $1,228 | $3,115-60.6% | $4,525-72.9% | $4,299-71.4% |
| Admin fee / account holder | $3,484 | $4,990-30.2% | $6,162-43.5% | $6,924-49.7% |