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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 | $79,039 | $87,132-9.3% | $105,624-25.2% | $80,959-2.4% |
| Participation rate | 38.5% | 70.4%-32.0pp | 75.3%-36.8pp | 67.7%-29.2pp |
| Annual return | 11.85% | 17.03%-5.2pp | 116.20%-104.4pp | 35.67%-23.8pp |
| Employer contribution / active EE | $692 | $2,397-71.1% | $3,168-78.2% | $2,757-74.9% |
| Participant deferral / active EE | $1,741 | $3,985-56.3% | $5,013-65.3% | $4,300-59.5% |
| Admin fee / account holder | $2,968 | $8,449-64.9% | $10,961-72.9% | $6,925-57.1% |