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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 | $26,714 | $65,208-59.0% | $90,796-70.6% | $71,012-62.4% |
| Participation rate | 13.3% | 54.6%-41.4pp | 69.5%-56.2pp | 58.6%-45.3pp |
| Annual return | 14.51% | 18.25%-3.7pp | 19.29%-4.8pp | 37.67%-23.2pp |
| Employer contribution / active EE | $388 | $1,855-79.1% | $2,294-83.1% | $2,348-83.5% |
| Participant deferral / active EE | $841 | $2,737-69.3% | $3,822-78.0% | $3,246-74.1% |
| Admin fee / account holder | $11,625 | $1,639+609.4% | $7,024+65.5% | $1,167+896.0% |