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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 | $24,082 | $76,834-68.7% | $108,359-77.8% | $87,485-72.5% |
| Participation rate | 48.8% | 61.7%-12.9pp | 70.1%-21.3pp | 68.9%-20.1pp |
| Annual return | 16.28% | 19.09%-2.8pp | 36.89%-20.6pp | 26.06%-9.8pp |
| Employer contribution / active EE | $603 | $1,556-61.2% | $2,399-74.9% | $2,596-76.8% |
| Participant deferral / active EE | $2,138 | $3,100-31.1% | $4,137-48.3% | $4,274-50.0% |
| Admin fee / account holder | $911 | $6,537-86.1% | $9,741-90.6% | $7,775-88.3% |