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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 | $28,474 | $79,955-64.4% | $98,450-71.1% | $75,181-62.1% |
| Participation rate | 46.0% | 70.4%-24.3pp | 75.2%-29.1pp | 67.2%-21.2pp |
| Annual return | 17.84% | 19.75%-1.9pp | 21.16%-3.3pp | 160.69%-142.8pp |
| Employer contribution / active EE | $727 | $2,264-67.9% | $3,049-76.1% | $2,671-72.8% |
| Participant deferral / active EE | $1,656 | $3,752-55.9% | $4,739-65.0% | $4,126-59.9% |
| Admin fee / account holder | $3,258 | $6,841-52.4% | $8,961-63.6% | $5,650-42.3% |