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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 | $27,345 | $67,411-59.4% | $91,004-70.0% | $70,126-61.0% |
| Participation rate | 45.2% | 71.4%-26.1pp | 75.6%-30.4pp | 69.5%-24.3pp |
| Annual return | 17.73% | -40.16%+57.9pp | 4.60%+13.1pp | 73.15%-55.4pp |
| Employer contribution / active EE | $433 | $1,786-75.7% | $2,456-82.4% | $2,343-81.5% |
| Participant deferral / active EE | $1,820 | $2,823-35.5% | $3,548-48.7% | $3,332-45.4% |
| Admin fee / account holder | $1,612 | $4,236-61.9% | $5,417-70.2% | $4,645-65.3% |