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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 | $17,589 | $63,703-72.4% | $93,063-81.1% | $82,448-78.7% |
| Participation rate | 39.1% | 63.8%-24.8pp | 72.1%-33.1pp | 68.1%-29.0pp |
| Annual return | 14.53% | -775.43%+790.0pp | 34.15%-19.6pp | 41.64%-27.1pp |
| Employer contribution / active EE | $647 | $1,729-62.6% | $2,476-73.9% | $2,551-74.6% |
| Participant deferral / active EE | $1,978 | $2,919-32.3% | $3,958-50.0% | $4,139-52.2% |
| Admin fee / account holder | $3,548 | $5,982-40.7% | $6,033-41.2% | $7,234-51.0% |