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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 | $19,137 | $49,025-61.0% | $87,502-78.1% | $62,881-69.6% |
| Participation rate | 50.0% | 64.9%-14.9pp | 73.8%-23.8pp | 69.3%-19.3pp |
| Annual return | 6.89% | 10.02%-3.1pp | 12.21%-5.3pp | 20.14%-13.3pp |
| Employer contribution / active EE | $575 | $1,372-58.1% | $2,550-77.5% | $2,281-74.8% |
| Participant deferral / active EE | $1,041 | $2,289-54.5% | $3,149-66.9% | $3,203-67.5% |
| Admin fee / account holder | $1,401 | $4,065-65.5% | $4,221-66.8% | $4,296-67.4% |