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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 | $14,327 | $46,599-69.3% | $64,101-77.6% | $75,173-80.9% |
| Participation rate | 48.6% | 65.9%-17.3pp | 72.3%-23.7pp | 67.2%-18.6pp |
| Annual return | 20.96% | 26.06%-5.1pp | 33.72%-12.8pp | 160.72%-139.8pp |
| Employer contribution / active EE | $1,137 | $1,975-42.5% | $2,749-58.6% | $2,671-57.4% |
| Participant deferral / active EE | $1,692 | $2,837-40.3% | $3,881-56.4% | $4,126-59.0% |
| Admin fee / account holder | $496 | $2,956-83.2% | $3,070-83.9% | $5,651-91.2% |