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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 | $36,053 | $75,541-52.3% | $152,093-76.3% | $82,637-56.4% |
| Participation rate | 52.2% | 66.5%-14.4pp | 77.8%-25.6pp | 68.1%-15.9pp |
| Annual return | 16.22% | 32.56%-16.3pp | 66.36%-50.1pp | 53.51%-37.3pp |
| Employer contribution / active EE | $593 | $2,622-77.4% | $4,175-85.8% | $2,552-76.7% |
| Participant deferral / active EE | $1,345 | $3,206-58.0% | $5,451-75.3% | $4,126-67.4% |
| Admin fee / account holder | $1,066 | $6,405-83.4% | $14,497-92.6% | $7,339-85.5% |