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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 | $31,374 | $55,932-43.9% | $76,735-59.1% | $67,986-53.9% |
| Participation rate | 31.0% | 50.8%-19.8pp | 69.5%-38.5pp | 57.2%-26.2pp |
| Annual return | 18.87% | 23.10%-4.2pp | 29.77%-10.9pp | 31.67%-12.8pp |
| Employer contribution / active EE | $495 | $1,487-66.7% | $2,454-79.8% | $2,019-75.5% |
| Participant deferral / active EE | $1,374 | $2,558-46.3% | $4,088-66.4% | $3,358-59.1% |
| Admin fee / account holder | $835 | $4,907-83.0% | $7,189-88.4% | $3,203-73.9% |