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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 | $33,314 | $96,558-65.5% | $80,977-58.9% | $273,972-87.8% |
| Participation rate | 16.7% | 79.1%-62.4pp | 75.8%-59.1pp | 83.0%-66.3pp |
| Annual return | 12.87% | 15.14%-2.3pp | 17.11%-4.2pp | 41.46%-28.6pp |
| Employer contribution / active EE | $511 | $4,869-89.5% | $3,715-86.2% | $4,869-89.5% |
| Participant deferral / active EE | $2,110 | $6,598-68.0% | $5,696-63.0% | $5,287-60.1% |
| Admin fee / account holder | $2,819 | $7,493-62.4% | $5,517-48.9% | $10,133-72.2% |