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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 | $27,984 | $78,015-64.1% | $178,505-84.3% | $80,959-65.4% |
| Participation rate | 47.7% | 65.7%-17.9pp | 77.1%-29.4pp | 67.7%-19.9pp |
| Annual return | 15.42% | 18.10%-2.7pp | 27.16%-11.7pp | 35.67%-20.3pp |
| Employer contribution / active EE | $953 | $2,281-58.2% | $3,955-75.9% | $2,757-65.4% |
| Participant deferral / active EE | $3,927 | $4,406-10.9% | $6,280-37.5% | $4,300-8.7% |
| Admin fee / account holder | $509 | $7,160-92.9% | $10,428-95.1% | $6,925-92.7% |