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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 | $20,927 | $57,119-63.4% | $85,187-75.4% | $80,935-74.1% |
| Participation rate | 29.4% | 56.4%-27.0pp | 67.5%-38.1pp | 67.7%-38.2pp |
| Annual return | 15.25% | 21.70%-6.5pp | 66.67%-51.4pp | 35.66%-20.4pp |
| Employer contribution / active EE | $542 | $1,802-69.9% | $2,732-80.2% | $2,757-80.3% |
| Participant deferral / active EE | $1,767 | $3,115-43.3% | $4,525-60.9% | $4,299-58.9% |
| Admin fee / account holder | $769 | $4,990-84.6% | $6,162-87.5% | $6,924-88.9% |