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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 | $57,061-75.4% | $85,063-83.5% | $80,911-82.7% |
| Participation rate | 30.6% | 56.3%-25.7pp | 67.5%-36.9pp | 67.6%-37.0pp |
| Annual return | 11.26% | 21.66%-10.4pp | 66.54%-55.3pp | 35.63%-24.4pp |
| Employer contribution / active EE | $284 | $1,799-84.2% | $2,727-89.6% | $2,756-89.7% |
| Participant deferral / active EE | $1,228 | $3,110-60.5% | $4,523-72.9% | $4,297-71.4% |
| Admin fee / account holder | $3,484 | $4,986-30.1% | $6,155-43.4% | $6,935-49.8% |