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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 | $27,174 | $71,230-61.9% | $93,727-71.0% | $80,959-66.4% |
| Participation rate | 37.5% | 60.4%-22.9pp | 68.7%-31.2pp | 67.7%-30.2pp |
| Annual return | 12.95% | 11.26%+1.7pp | 133.83%-120.9pp | 35.67%-22.7pp |
| Employer contribution / active EE | $1,173 | $1,565-25.1% | $2,421-51.6% | $2,757-57.5% |
| Participant deferral / active EE | $1,912 | $4,037-52.6% | $4,417-56.7% | $4,300-55.5% |
| Admin fee / account holder | $990 | $6,961-85.8% | $8,292-88.1% | $6,925-85.7% |