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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 | $16,549 | $45,312-63.5% | $86,233-80.8% | $67,986-75.7% |
| Participation rate | 48.8% | 42.4%+6.4pp | 69.0%-20.2pp | 57.2%-8.4pp |
| Annual return | 17.51% | 24.79%-7.3pp | 61.39%-43.9pp | 31.67%-14.2pp |
| Employer contribution / active EE | $642 | $1,160-44.7% | $2,504-74.4% | $2,019-68.2% |
| Participant deferral / active EE | $2,563 | $2,185+17.3% | $4,559-43.8% | $3,358-23.7% |
| Admin fee / account holder | $781 | $3,295-76.3% | $8,342-90.6% | $3,203-75.6% |