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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 | $44,666 | $69,590-35.8% | $136,867-67.4% | $94,015-52.5% |
| Participation rate | 22.9% | 66.3%-43.4pp | 74.5%-51.6pp | 70.8%-47.9pp |
| Annual return | 12.34% | 19.62%-7.3pp | 42.97%-30.6pp | 17.84%-5.5pp |
| Employer contribution / active EE | $556 | $2,396-76.8% | $3,547-84.3% | $2,790-80.1% |
| Participant deferral / active EE | $1,185 | $3,437-65.5% | $4,924-75.9% | $4,249-72.1% |
| Admin fee / account holder | $922 | $8,912-89.7% | $10,340-91.1% | $8,951-89.7% |