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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 | $81,233-66.2% | $155,567-82.4% | $80,874-66.1% |
| Participation rate | 47.8% | 66.2%-18.4pp | 78.2%-30.4pp | 67.6%-19.8pp |
| Annual return | 11.70% | 33.33%-21.6pp | 64.74%-53.0pp | 35.62%-23.9pp |
| Employer contribution / active EE | $886 | $3,101-71.4% | $4,674-81.0% | $2,756-67.8% |
| Participant deferral / active EE | $1,248 | $3,452-63.9% | $5,628-77.8% | $4,297-71.0% |
| Admin fee / account holder | $4,294 | $7,998-46.3% | $15,916-73.0% | $6,935-38.1% |