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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 | $13,600 | $25,014-45.6% | $69,623-80.5% | $80,935-83.2% |
| Participation rate | 41.9% | 64.2%-22.4pp | 66.4%-24.6pp | 67.7%-25.8pp |
| Annual return | 11.81% | 19.08%-7.3pp | 101.23%-89.4pp | 35.66%-23.9pp |
| Employer contribution / active EE | $763 | $991-23.0% | $1,709-55.4% | $2,757-72.3% |
| Participant deferral / active EE | $1,948 | $1,840+5.9% | $2,890-32.6% | $4,299-54.7% |
| Admin fee / account holder | $2,326 | $2,491-6.6% | $4,696-50.5% | $6,924-66.4% |