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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 | $20,507 | $81,262-74.8% | $155,602-86.8% | $80,911-74.7% |
| Participation rate | 48.9% | 66.2%-17.3pp | 78.2%-29.3pp | 67.6%-18.7pp |
| Annual return | 12.34% | 33.34%-21.0pp | 64.81%-52.5pp | 35.63%-23.3pp |
| Employer contribution / active EE | $754 | $3,102-75.7% | $4,675-83.9% | $2,756-72.7% |
| Participant deferral / active EE | $1,362 | $3,451-60.5% | $5,629-75.8% | $4,297-68.3% |
| Admin fee / account holder | $2,967 | $7,992-62.9% | $15,923-81.4% | $6,935-57.2% |