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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 | $13,196 | $57,073-76.9% | $85,126-84.5% | $80,925-83.7% |
| Participation rate | 48.9% | 56.4%-7.5pp | 67.5%-18.7pp | 67.7%-18.8pp |
| Annual return | 20.30% | 21.69%-1.4pp | 66.63%-46.3pp | 35.65%-15.4pp |
| Employer contribution / active EE | $688 | $1,801-61.8% | $2,731-74.8% | $2,756-75.0% |
| Participant deferral / active EE | $2,347 | $3,113-24.6% | $4,523-48.1% | $4,299-45.4% |
| Admin fee / account holder | $1,367 | $4,988-72.6% | $6,160-77.8% | $6,940-80.3% |