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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 | $29,099 | $71,230-59.1% | $93,727-69.0% | $80,959-64.1% |
| Participation rate | 37.8% | 60.4%-22.6pp | 68.7%-30.9pp | 67.7%-29.9pp |
| Annual return | 16.99% | 11.26%+5.7pp | 133.83%-116.8pp | 35.67%-18.7pp |
| Employer contribution / active EE | $1,206 | $1,565-23.0% | $2,421-50.2% | $2,757-56.3% |
| Participant deferral / active EE | $2,189 | $4,037-45.8% | $4,417-50.4% | $4,300-49.1% |
| Admin fee / account holder | $408 | $6,961-94.1% | $8,292-95.1% | $6,925-94.1% |