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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 | $16,076 | $57,065-71.8% | $75,670-78.8% | $70,131-77.1% |
| Participation rate | 46.2% | 68.1%-21.9pp | 72.3%-26.2pp | 69.5%-23.4pp |
| Annual return | 23.20% | 23.57%-0.4pp | 27.34%-4.1pp | 73.14%-49.9pp |
| Employer contribution / active EE | $907 | $1,817-50.1% | $2,352-61.4% | $2,342-61.3% |
| Participant deferral / active EE | $1,922 | $2,580-25.5% | $3,142-38.9% | $3,332-42.3% |
| Admin fee / account holder | $709 | $3,825-81.5% | $5,800-87.8% | $4,645-84.7% |