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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 | $27,552 | $77,816-64.6% | $123,549-77.7% | $64,181-57.1% |
| Participation rate | 52.9% | 74.7%-21.8pp | 82.3%-29.4pp | 69.6%-16.6pp |
| Annual return | 6.82% | 12.49%-5.7pp | 119.20%-112.4pp | 7.63%-0.8pp |
| Employer contribution / active EE | $769 | $3,014-74.5% | $4,628-83.4% | $2,381-67.7% |
| Participant deferral / active EE | $3,776 | $5,240-27.9% | $6,426-41.2% | $3,470+8.8% |
| Admin fee / account holder | $2,019 | $5,519-63.4% | $9,284-78.3% | $4,887-58.7% |