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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 | $23,305 | $47,944-51.4% | $67,834-65.6% | $62,881-62.9% |
| Participation rate | 48.6% | 61.1%-12.4pp | 68.8%-20.1pp | 69.3%-20.7pp |
| Annual return | 10.38% | 11.77%-1.4pp | 138.47%-128.1pp | 20.14%-9.8pp |
| Employer contribution / active EE | $796 | $1,562-49.0% | $2,403-66.9% | $2,281-65.1% |
| Participant deferral / active EE | $3,680 | $2,247+63.8% | $3,160+16.5% | $3,203+14.9% |
| Admin fee / account holder | $2,512 | $3,712-32.3% | $4,622-45.7% | $4,296-41.5% |