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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 | $29,589 | $54,541-45.7% | $78,778-62.4% | $70,124-57.8% |
| Participation rate | 41.8% | 60.8%-19.0pp | 69.2%-27.4pp | 69.5%-27.7pp |
| Annual return | 19.08% | 21.07%-2.0pp | 35.62%-16.5pp | 73.14%-54.1pp |
| Employer contribution / active EE | $749 | $1,089-31.2% | $1,986-62.3% | $2,342-68.0% |
| Participant deferral / active EE | $2,211 | $2,2100% | $2,958-25.3% | $3,332-33.6% |
| Admin fee / account holder | $484 | $3,709-87.0% | $5,134-90.6% | $4,645-89.6% |