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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 | $26,473 | $86,050-69.2% | $189,758-86.0% | $94,015-71.8% |
| Participation rate | 50.0% | 68.9%-18.9pp | 79.8%-29.8pp | 70.8%-20.8pp |
| Annual return | 14.75% | 17.77%-3.0pp | 52.62%-37.9pp | 17.84%-3.1pp |
| Employer contribution / active EE | $517 | $2,819-81.7% | $4,767-89.2% | $2,790-81.5% |
| Participant deferral / active EE | $1,325 | $3,349-60.4% | $5,856-77.4% | $4,249-68.8% |
| Admin fee / account holder | $805 | $6,627-87.9% | $20,388-96.1% | $8,951-91.0% |