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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 | $22,861 | $46,534-50.9% | $64,097-64.3% | $75,177-69.6% |
| Participation rate | 60.5% | 65.9%-5.5pp | 72.3%-11.9pp | 67.2%-6.7pp |
| Annual return | 13.56% | 26.07%-12.5pp | 33.75%-20.2pp | 160.75%-147.2pp |
| Employer contribution / active EE | $597 | $1,976-69.8% | $2,750-78.3% | $2,671-77.7% |
| Participant deferral / active EE | $3,461 | $2,835+22.1% | $3,881-10.8% | $4,126-16.1% |
| Admin fee / account holder | $1,196 | $2,957-59.5% | $3,070-61.0% | $5,651-78.8% |