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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 | $20,421 | $81,358-74.9% | $155,556-86.9% | $80,959-74.8% |
| Participation rate | 57.4% | 66.3%-8.9pp | 78.2%-20.8pp | 67.7%-10.3pp |
| Annual return | 17.70% | 33.39%-15.7pp | 64.84%-47.1pp | 35.67%-18.0pp |
| Employer contribution / active EE | $706 | $3,106-77.3% | $4,675-84.9% | $2,757-74.4% |
| Participant deferral / active EE | $3,516 | $3,455+1.8% | $5,631-37.6% | $4,300-18.2% |
| Admin fee / account holder | $1,731 | $7,994-78.3% | $15,885-89.1% | $6,925-75.0% |