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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 | $16,024 | $45,872-65.1% | $77,100-79.2% | $68,490-76.6% |
| Participation rate | 37.8% | 55.9%-18.1pp | 67.9%-30.1pp | 67.9%-30.1pp |
| Annual return | 3.49% | 1.73%+1.8pp | 42.35%-38.9pp | -7.85%+11.3pp |
| Employer contribution / active EE | $943 | $1,650-42.8% | $2,815-66.5% | $2,597-63.7% |
| Participant deferral / active EE | $1,385 | $2,963-53.2% | $4,430-68.7% | $4,028-65.6% |
| Admin fee / account holder | $623 | $3,041-79.5% | $5,443-88.6% | $5,403-88.5% |