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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 | $15,457 | $45,050-65.7% | $63,018-75.5% | $70,126-78.0% |
| Participation rate | 63.9% | 69.5%-5.7pp | 74.8%-10.9pp | 69.5%-5.7pp |
| Annual return | 19.93% | 18.76%+1.2pp | 87.62%-67.7pp | 73.15%-53.2pp |
| Employer contribution / active EE | $454 | $2,052-77.9% | $2,761-83.6% | $2,343-80.6% |
| Participant deferral / active EE | $1,028 | $2,466-58.3% | $3,330-69.1% | $3,332-69.1% |
| Admin fee / account holder | $1,376 | $2,834-51.4% | $3,601-61.8% | $4,645-70.4% |