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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 | $29,973 | $72,177-58.5% | $115,038-73.9% | $59,633-49.7% |
| Participation rate | 47.7% | 72.6%-24.8pp | 81.4%-33.6pp | 68.7%-20.9pp |
| Annual return | 2.77% | 12.02%-9.2pp | 26.14%-23.4pp | 2041.45%-2038.7pp |
| Employer contribution / active EE | $566 | $2,841-80.1% | $4,608-87.7% | $2,203-74.3% |
| Participant deferral / active EE | $2,436 | $4,783-49.1% | $6,026-59.6% | $3,192-23.7% |
| Admin fee / account holder | $1,857 | $4,927-62.3% | $8,175-77.3% | $4,297-56.8% |