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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 | $26,345 | $77,962-66.2% | $178,540-85.2% | $80,935-67.4% |
| Participation rate | 36.8% | 65.7%-28.8pp | 77.1%-40.3pp | 67.7%-30.8pp |
| Annual return | 11.47% | 18.10%-6.6pp | 27.15%-15.7pp | 35.66%-24.2pp |
| Employer contribution / active EE | $623 | $2,280-72.7% | $3,953-84.2% | $2,757-77.4% |
| Participant deferral / active EE | $1,474 | $4,404-66.5% | $6,281-76.5% | $4,299-65.7% |
| Admin fee / account holder | $1,133 | $7,156-84.2% | $10,424-89.1% | $6,924-83.6% |