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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 | $71,197-59.8% | $93,669-69.4% | $80,925-64.6% |
| Participation rate | 50.0% | 60.4%-10.4pp | 68.7%-18.7pp | 67.7%-17.7pp |
| Annual return | 16.93% | 11.27%+5.7pp | 133.59%-116.7pp | 35.65%-18.7pp |
| Employer contribution / active EE | $745 | $1,565-52.4% | $2,424-69.3% | $2,756-73.0% |
| Participant deferral / active EE | $1,546 | $4,036-61.7% | $4,416-65.0% | $4,299-64.0% |
| Admin fee / account holder | $716 | $6,959-89.7% | $8,291-91.4% | $6,940-89.7% |