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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 | $26,770 | $41,377-35.3% | $109,313-75.5% | $62,881-57.4% |
| Participation rate | 29.3% | 57.5%-28.3pp | 71.3%-42.0pp | 69.3%-40.0pp |
| Annual return | 9.52% | 11.05%-1.5pp | 22.07%-12.5pp | 20.14%-10.6pp |
| Employer contribution / active EE | $371 | $1,276-70.9% | $3,892-90.5% | $2,281-83.7% |
| Participant deferral / active EE | $1,756 | $2,045-14.1% | $3,166-44.5% | $3,203-45.2% |
| Admin fee / account holder | $555 | $2,884-80.8% | $5,666-90.2% | $4,296-87.1% |