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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 | $23,412 | $61,356-61.8% | $149,696-84.4% | $71,511-67.3% |
| Participation rate | 49.5% | 62.5%-13.0pp | 78.8%-29.3pp | 67.9%-18.4pp |
| Annual return | 22.62% | 35.86%-13.2pp | 134.46%-111.8pp | 28.86%-6.2pp |
| Employer contribution / active EE | $815 | $2,382-65.8% | $4,821-83.1% | $2,589-68.5% |
| Participant deferral / active EE | $1,419 | $2,920-51.4% | $5,682-75.0% | $4,291-66.9% |
| Admin fee / account holder | $394 | $1,263-68.8% | $13,212-97.0% | $1,588-75.2% |