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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 | $58,057-21.0% | $97,032-52.7% | $86,983-47.3% |
| Participation rate | 9.6% | 60.4%-50.8pp | 71.6%-62.0pp | 69.5%-60.0pp |
| Annual return | 23.83% | 22.26%+1.6pp | 35.38%-11.5pp | 25.83%-2.0pp |
| Employer contribution / active EE | $314 | $1,663-81.1% | $2,629-88.0% | $2,584-87.8% |
| Participant deferral / active EE | $944 | $3,244-70.9% | $4,672-79.8% | $4,194-77.5% |
| Admin fee / account holder | $346 | $4,839-92.9% | $9,418-96.3% | $7,856-95.6% |