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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 | $28,867 | $71,215-59.5% | $93,696-69.2% | $80,935-64.3% |
| Participation rate | 37.5% | 60.4%-22.9pp | 68.7%-31.2pp | 67.7%-30.2pp |
| Annual return | 15.89% | 11.27%+4.6pp | 133.74%-117.9pp | 35.66%-19.8pp |
| Employer contribution / active EE | $446 | $1,565-71.5% | $2,422-81.6% | $2,757-83.8% |
| Participant deferral / active EE | $2,776 | $4,037-31.2% | $4,417-37.2% | $4,299-35.4% |
| Admin fee / account holder | $3,903 | $6,958-43.9% | $8,287-52.9% | $6,924-43.6% |