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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 | $27,420 | $81,358-66.3% | $155,556-82.4% | $80,959-66.1% |
| Participation rate | 47.8% | 66.3%-18.4pp | 78.2%-30.4pp | 67.7%-19.8pp |
| Annual return | 11.70% | 33.39%-21.7pp | 64.84%-53.1pp | 35.67%-24.0pp |
| Employer contribution / active EE | $886 | $3,106-71.5% | $4,675-81.0% | $2,757-67.9% |
| Participant deferral / active EE | $1,248 | $3,455-63.9% | $5,631-77.8% | $4,300-71.0% |
| Admin fee / account holder | $4,294 | $7,994-46.3% | $15,885-73.0% | $6,925-38.0% |