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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 | $36,832 | $106,524-65.4% | $152,301-75.8% | $87,485-57.9% |
| Participation rate | 38.5% | 75.8%-37.3pp | 82.4%-44.0pp | 68.9%-30.5pp |
| Annual return | 15.07% | 26.89%-11.8pp | 80.50%-65.4pp | 26.06%-11.0pp |
| Employer contribution / active EE | $597 | $3,371-82.3% | $4,624-87.1% | $2,596-77.0% |
| Participant deferral / active EE | $6,367 | $6,525-2.4% | $8,004-20.4% | $4,274+49.0% |
| Admin fee / account holder | $846 | $8,287-89.8% | $14,398-94.1% | $7,775-89.1% |