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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 | $22,471 | $39,534-43.2% | $46,225-51.4% | $62,881-64.3% |
| Participation rate | 37.5% | 74.6%-37.1pp | 79.5%-42.0pp | 69.3%-31.8pp |
| Annual return | 4.58% | 8.93%-4.3pp | 7.57%-3.0pp | 20.14%-15.6pp |
| Employer contribution / active EE | $697 | $2,646-73.6% | $3,424-79.6% | $2,281-69.4% |
| Participant deferral / active EE | $778 | $2,681-71.0% | $3,776-79.4% | $3,203-75.7% |
| Admin fee / account holder | $2,338 | $2,464-5.1% | $3,519-33.6% | $4,296-45.6% |