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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 | $29,168 | $52,884-44.8% | $84,753-65.6% | $55,167-47.1% |
| Participation rate | 36.7% | 67.5%-30.8pp | 76.6%-39.9pp | 69.0%-32.3pp |
| Annual return | 6.53% | 18.03%-11.5pp | 22.78%-16.3pp | 169.23%-162.7pp |
| Employer contribution / active EE | $603 | $2,233-73.0% | $3,574-83.1% | $1,963-69.3% |
| Participant deferral / active EE | $1,734 | $2,644-34.4% | $3,712-53.3% | $3,054-43.2% |
| Admin fee / account holder | $3,377 | $581+481.6% | $5,333-36.7% | $504+570.3% |