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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 | $23,708 | $106,524-77.7% | $152,301-84.4% | $87,485-72.9% |
| Participation rate | 46.9% | 75.8%-28.8pp | 82.4%-35.5pp | 68.9%-22.0pp |
| Annual return | 16.33% | 26.89%-10.6pp | 80.50%-64.2pp | 26.06%-9.7pp |
| Employer contribution / active EE | $582 | $3,371-82.7% | $4,624-87.4% | $2,596-77.6% |
| Participant deferral / active EE | $2,508 | $6,525-61.6% | $8,004-68.7% | $4,274-41.3% |
| Admin fee / account holder | $4,455 | $8,287-46.2% | $14,398-69.1% | $7,775-42.7% |