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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 | $26,414 | $65,306-59.6% | $238,191-88.9% | $65,306-59.6% |
| Participation rate | 27.4% | 57.7%-30.2pp | 77.1%-49.7pp | 57.7%-30.2pp |
| Annual return | 15.70% | 21.94%-6.2pp | 13.02%+2.7pp | 21.94%-6.2pp |
| Employer contribution / active EE | $487 | $1,967-75.2% | $5,082-90.4% | $1,967-75.2% |
| Participant deferral / active EE | $1,451 | $2,959-51.0% | $6,726-78.4% | $2,959-51.0% |
| Admin fee / account holder | $6,097 | $3,480+75.2% | $34,582-82.4% | $3,480+75.2% |