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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 | $26,903 | $72,486-62.9% | $87,103-69.1% | $72,976-63.1% |
| Participation rate | 47.5% | 72.8%-25.3pp | 76.9%-29.4pp | 69.5%-22.0pp |
| Annual return | 18.21% | 24.46%-6.3pp | 28.19%-10.0pp | 81.02%-62.8pp |
| Employer contribution / active EE | $844 | $1,894-55.4% | $2,521-66.5% | $2,440-65.4% |
| Participant deferral / active EE | $1,611 | $3,270-50.7% | $4,049-60.2% | $3,608-55.4% |
| Admin fee / account holder | $8,103 | $5,055+60.3% | $7,491+8.2% | $5,124+58.1% |