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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 | $12,282 | $46,534-73.6% | $64,097-80.8% | $75,177-83.7% |
| Participation rate | 37.0% | 65.9%-28.9pp | 72.3%-35.3pp | 67.2%-30.2pp |
| Annual return | 30.88% | 26.07%+4.8pp | 33.75%-2.9pp | 160.75%-129.9pp |
| Employer contribution / active EE | $520 | $1,976-73.7% | $2,750-81.1% | $2,671-80.5% |
| Participant deferral / active EE | $2,238 | $2,835-21.1% | $3,881-42.3% | $4,126-45.8% |
| Admin fee / account holder | $713 | $2,957-75.9% | $3,070-76.8% | $5,651-87.4% |