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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 | $15,673 | $81,276-80.7% | $155,574-89.9% | $80,925-80.6% |
| Participation rate | 48.3% | 66.2%-17.9pp | 78.2%-29.9pp | 67.7%-19.3pp |
| Annual return | 11.98% | 33.36%-21.4pp | 64.87%-52.9pp | 35.65%-23.7pp |
| Employer contribution / active EE | $647 | $3,103-79.1% | $4,676-86.2% | $2,756-76.5% |
| Participant deferral / active EE | $1,899 | $3,453-45.0% | $5,629-66.3% | $4,299-55.8% |
| Admin fee / account holder | $1,974 | $7,993-75.3% | $15,914-87.6% | $6,940-71.6% |