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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 | $27,914 | $67,602-58.7% | $82,312-66.1% | $70,126-60.2% |
| Participation rate | 49.2% | 72.8%-23.6pp | 76.9%-27.7pp | 69.5%-20.3pp |
| Annual return | 16.29% | 21.57%-5.3pp | 25.88%-9.6pp | 73.15%-56.9pp |
| Employer contribution / active EE | $711 | $1,755-59.5% | $2,428-70.7% | $2,343-69.6% |
| Participant deferral / active EE | $1,767 | $2,987-40.8% | $3,706-52.3% | $3,332-47.0% |
| Admin fee / account holder | $7,314 | $4,512+62.1% | $5,608+30.4% | $4,645+57.4% |