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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 | $19,150 | $78,015-75.5% | $178,505-89.3% | $80,959-76.3% |
| Participation rate | 56.1% | 65.7%-9.6pp | 77.1%-21.0pp | 67.7%-11.6pp |
| Annual return | 17.04% | 18.10%-1.1pp | 27.16%-10.1pp | 35.67%-18.6pp |
| Employer contribution / active EE | $701 | $2,281-69.3% | $3,955-82.3% | $2,757-74.6% |
| Participant deferral / active EE | $3,112 | $4,406-29.4% | $6,280-50.5% | $4,300-27.6% |
| Admin fee / account holder | $7,782 | $7,160+8.7% | $10,428-25.4% | $6,925+12.4% |