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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 | $27,405 | $79,955-65.7% | $98,461-72.2% | $75,173-63.5% |
| Participation rate | 35.8% | 70.4%-34.6pp | 75.2%-39.4pp | 67.2%-31.4pp |
| Annual return | 34.73% | 19.75%+15.0pp | 21.17%+13.6pp | 160.72%-126.0pp |
| Employer contribution / active EE | $952 | $2,264-58.0% | $3,049-68.8% | $2,671-64.4% |
| Participant deferral / active EE | $1,807 | $3,752-51.9% | $4,738-61.9% | $4,126-56.2% |
| Admin fee / account holder | $700 | $6,841-89.8% | $8,961-92.2% | $5,651-87.6% |