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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 | $28,616 | $71,230-59.8% | $93,727-69.5% | $80,959-64.7% |
| Participation rate | 50.0% | 60.4%-10.4pp | 68.7%-18.7pp | 67.7%-17.7pp |
| Annual return | 16.93% | 11.26%+5.7pp | 133.83%-116.9pp | 35.67%-18.7pp |
| Employer contribution / active EE | $745 | $1,565-52.4% | $2,421-69.2% | $2,757-73.0% |
| Participant deferral / active EE | $1,546 | $4,037-61.7% | $4,417-65.0% | $4,300-64.1% |
| Admin fee / account holder | $716 | $6,961-89.7% | $8,292-91.4% | $6,925-89.7% |