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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 | $30,788 | $90,400-65.9% | $186,193-83.5% | $87,485-64.8% |
| Participation rate | 50.0% | 66.2%-16.2pp | 77.1%-27.1pp | 68.9%-18.9pp |
| Annual return | 13.80% | 22.15%-8.3pp | 78.03%-64.2pp | 26.06%-12.3pp |
| Employer contribution / active EE | $640 | $2,170-70.5% | $3,918-83.7% | $2,596-75.3% |
| Participant deferral / active EE | $1,804 | $4,330-58.3% | $6,513-72.3% | $4,274-57.8% |
| Admin fee / account holder | $4,986 | $8,673-42.5% | $11,058-54.9% | $7,775-35.9% |