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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 | $21,691 | $103,949-79.1% | $69,182-68.6% | $273,972-92.1% |
| Participation rate | 42.9% | 67.4%-24.5pp | 55.1%-12.3pp | 83.0%-40.2pp |
| Annual return | 5.05% | 35.28%-30.2pp | -21.93%+27.0pp | 41.46%-36.4pp |
| Employer contribution / active EE | $425 | $1,783-76.2% | $1,206-64.8% | $4,869-91.3% |
| Participant deferral / active EE | $849 | $2,716-68.7% | $1,897-55.2% | $5,287-83.9% |
| Admin fee / account holder | $1,808 | $3,671-50.8% | $2,697-33.0% | $10,133-82.2% |