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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 | $36,580 | $41,016-10.8% | $152,093-75.9% | $64,097-42.9% |
| Participation rate | 9.7% | 51.3%-41.6pp | 77.8%-68.1pp | 55.2%-45.5pp |
| Annual return | 14.77% | 39.60%-24.8pp | 66.36%-51.6pp | 34.64%-19.9pp |
| Employer contribution / active EE | $299 | $1,342-77.7% | $4,175-92.8% | $1,891-84.2% |
| Participant deferral / active EE | $584 | $1,927-69.7% | $5,451-89.3% | $3,080-81.0% |
| Admin fee / account holder | $5,029 | $2,305+118.1% | $14,497-65.3% | $3,454+45.6% |