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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 | $22,247 | $46,599-52.3% | $64,101-65.3% | $75,173-70.4% |
| Participation rate | 41.8% | 65.9%-24.2pp | 72.3%-30.6pp | 67.2%-25.4pp |
| Annual return | 12.46% | 26.06%-13.6pp | 33.72%-21.3pp | 160.72%-148.3pp |
| Employer contribution / active EE | $571 | $1,975-71.1% | $2,749-79.2% | $2,671-78.6% |
| Participant deferral / active EE | $1,782 | $2,837-37.2% | $3,881-54.1% | $4,126-56.8% |
| Admin fee / account holder | $828 | $2,956-72.0% | $3,070-73.0% | $5,651-85.4% |