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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 | $49,591 | $54,297-8.7% | $97,032-48.9% | $65,306-24.1% |
| Participation rate | 25.6% | 42.3%-16.7pp | 71.6%-46.0pp | 57.7%-32.1pp |
| Annual return | 12.79% | 21.17%-8.4pp | 35.38%-22.6pp | 21.94%-9.1pp |
| Employer contribution / active EE | $529 | $1,365-61.2% | $2,629-79.9% | $1,967-73.1% |
| Participant deferral / active EE | $960 | $2,259-57.5% | $4,672-79.4% | $2,959-67.5% |
| Admin fee / account holder | $627 | $3,744-83.2% | $9,418-93.3% | $3,480-82.0% |