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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 | $28,480 | $71,230-60.0% | $93,727-69.6% | $80,959-64.8% |
| Participation rate | 56.0% | 60.4%-4.4pp | 68.7%-12.7pp | 67.7%-11.7pp |
| Annual return | 13.92% | 11.26%+2.7pp | 133.83%-119.9pp | 35.67%-21.8pp |
| Employer contribution / active EE | $752 | $1,565-51.9% | $2,421-68.9% | $2,757-72.7% |
| Participant deferral / active EE | $1,816 | $4,037-55.0% | $4,417-58.9% | $4,300-57.8% |
| Admin fee / account holder | $3,545 | $6,961-49.1% | $8,292-57.3% | $6,925-48.8% |