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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 | $21,083 | $64,920-67.5% | $103,693-79.7% | $86,983-75.8% |
| Participation rate | 44.8% | 63.6%-18.8pp | 72.6%-27.8pp | 69.5%-24.7pp |
| Annual return | 13.84% | 30.29%-16.5pp | 47.61%-33.8pp | 25.83%-12.0pp |
| Employer contribution / active EE | $705 | $2,141-67.1% | $2,920-75.9% | $2,584-72.7% |
| Participant deferral / active EE | $973 | $3,241-70.0% | $4,579-78.8% | $4,194-76.8% |
| Admin fee / account holder | $445 | $6,191-92.8% | $7,858-94.3% | $7,856-94.3% |