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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 | $27,311 | $56,894-52.0% | $84,753-67.8% | $62,881-56.6% |
| Participation rate | 61.4% | 68.5%-7.1pp | 76.6%-15.2pp | 69.3%-7.9pp |
| Annual return | 8.40% | 6.30%+2.1pp | 22.78%-14.4pp | 20.14%-11.7pp |
| Employer contribution / active EE | $470 | $2,400-80.4% | $3,574-86.8% | $2,281-79.4% |
| Participant deferral / active EE | $1,388 | $2,709-48.8% | $3,712-62.6% | $3,203-56.7% |
| Admin fee / account holder | $868 | $3,581-75.8% | $5,333-83.7% | $4,296-79.8% |