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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 | $28,412 | $73,848-61.5% | $143,799-80.2% | $68,486-58.5% |
| Participation rate | 63.8% | 66.7%-2.8pp | 80.3%-16.5pp | 67.9%-4.1pp |
| Annual return | 10.52% | 0.91%+9.6pp | -0.04%+10.6pp | -7.85%+18.4pp |
| Employer contribution / active EE | $498 | $3,184-84.4% | $4,952-89.9% | $2,597-80.8% |
| Participant deferral / active EE | $2,786 | $3,385-17.7% | $5,638-50.6% | $4,028-30.8% |
| Admin fee / account holder | $4,994 | $5,755-13.2% | $14,677-66.0% | $5,404-7.6% |