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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 | $13,393 | $31,109-56.9% | $67,704-80.2% | $52,331-74.4% |
| Participation rate | 52.0% | 54.0%-2.0pp | 67.5%-15.6pp | 68.1%-16.1pp |
| Annual return | 2.37% | 23.70%-21.3pp | 25.41%-23.0pp | 4.54%-2.2pp |
| Employer contribution / active EE | $294 | $1,076-72.7% | $2,559-88.5% | $1,882-84.4% |
| Participant deferral / active EE | $820 | $1,970-58.4% | $3,585-77.1% | $3,022-72.9% |
| Admin fee / account holder | $1,482 | $466+218.0% | $4,255-65.2% | $592+150.6% |