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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 | $13,580 | $49,280-72.4% | $67,313-79.8% | $64,173-78.8% |
| Participation rate | 31.0% | 60.8%-29.8pp | 69.1%-38.1pp | 69.6%-38.6pp |
| Annual return | 33.91% | -1.39%+35.3pp | -4.08%+38.0pp | 7.63%+26.3pp |
| Employer contribution / active EE | $376 | $1,668-77.5% | $2,566-85.4% | $2,381-84.2% |
| Participant deferral / active EE | $1,496 | $2,484-39.8% | $3,568-58.1% | $3,470-56.9% |
| Admin fee / account holder | $618 | $3,863-84.0% | $4,507-86.3% | $4,887-87.4% |