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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 | $30,994 | $52,639-41.1% | $185,117-83.3% | $62,293-50.2% |
| Participation rate | 55.0% | 63.9%-8.8pp | 77.3%-22.2pp | 69.5%-14.5pp |
| Annual return | 15.87% | 19.57%-3.7pp | 40.50%-24.6pp | 28.90%-13.0pp |
| Employer contribution / active EE | $614 | $1,483-58.6% | $4,182-85.3% | $2,042-69.9% |
| Participant deferral / active EE | $1,648 | $3,097-46.8% | $5,045-67.3% | $3,169-48.0% |
| Admin fee / account holder | $2,040 | $374+446.0% | $8,159-75.0% | $479+325.6% |