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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 | $45,868 | $57,590-20.4% | $86,233-46.8% | $82,448-44.4% |
| Participation rate | 9.6% | 57.9%-48.3pp | 69.0%-59.4pp | 68.1%-58.5pp |
| Annual return | 23.83% | 22.41%+1.4pp | 61.39%-37.6pp | 41.64%-17.8pp |
| Employer contribution / active EE | $314 | $1,655-81.0% | $2,504-87.5% | $2,551-87.7% |
| Participant deferral / active EE | $944 | $3,080-69.3% | $4,559-79.3% | $4,139-77.2% |
| Admin fee / account holder | $346 | $4,730-92.7% | $8,342-95.9% | $7,234-95.2% |