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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 | $12,893 | $57,061-77.4% | $85,063-84.8% | $80,911-84.1% |
| Participation rate | 39.2% | 56.3%-17.1pp | 67.5%-28.3pp | 67.6%-28.4pp |
| Annual return | 15.75% | 21.66%-5.9pp | 66.54%-50.8pp | 35.63%-19.9pp |
| Employer contribution / active EE | $1,026 | $1,799-43.0% | $2,727-62.4% | $2,756-62.8% |
| Participant deferral / active EE | $1,880 | $3,110-39.5% | $4,523-58.4% | $4,297-56.2% |
| Admin fee / account holder | $953 | $4,986-80.9% | $6,155-84.5% | $6,935-86.3% |