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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 | $23,180 | $78,690-70.5% | $161,489-85.6% | $87,485-73.5% |
| Participation rate | 46.2% | 67.5%-21.3pp | 78.7%-32.5pp | 68.9%-22.8pp |
| Annual return | 12.60% | 32.74%-20.1pp | 89.72%-77.1pp | 26.06%-13.5pp |
| Employer contribution / active EE | $780 | $2,588-69.9% | $4,268-81.7% | $2,596-70.0% |
| Participant deferral / active EE | $1,664 | $3,311-49.8% | $5,630-70.4% | $4,274-61.1% |
| Admin fee / account holder | $2,326 | $6,724-65.4% | $16,006-85.5% | $7,775-70.1% |