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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 | $25,619 | $57,119-55.1% | $85,187-69.9% | $80,935-68.3% |
| Participation rate | 23.8% | 56.4%-32.6pp | 67.5%-43.7pp | 67.7%-43.9pp |
| Annual return | 16.08% | 21.70%-5.6pp | 66.67%-50.6pp | 35.66%-19.6pp |
| Employer contribution / active EE | $720 | $1,802-60.0% | $2,732-73.6% | $2,757-73.9% |
| Participant deferral / active EE | $2,276 | $3,115-26.9% | $4,525-49.7% | $4,299-47.1% |
| Admin fee / account holder | $497 | $4,990-90.0% | $6,162-91.9% | $6,924-92.8% |