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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 | $24,104 | $81,276-70.3% | $155,574-84.5% | $80,925-70.2% |
| Participation rate | 46.9% | 66.2%-19.4pp | 78.2%-31.3pp | 67.7%-20.8pp |
| Annual return | 11.58% | 33.36%-21.8pp | 64.87%-53.3pp | 35.65%-24.1pp |
| Employer contribution / active EE | $828 | $3,103-73.3% | $4,676-82.3% | $2,756-69.9% |
| Participant deferral / active EE | $1,522 | $3,453-55.9% | $5,629-73.0% | $4,299-64.6% |
| Admin fee / account holder | $2,206 | $7,993-72.4% | $15,914-86.1% | $6,940-68.2% |