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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 | $37,588 | $67,602-44.4% | $82,312-54.3% | $70,126-46.4% |
| Participation rate | 31.5% | 72.8%-41.3pp | 76.9%-45.4pp | 69.5%-38.1pp |
| Annual return | 16.44% | 21.57%-5.1pp | 25.88%-9.4pp | 73.15%-56.7pp |
| Employer contribution / active EE | $928 | $1,755-47.1% | $2,428-61.8% | $2,343-60.4% |
| Participant deferral / active EE | $1,706 | $2,987-42.9% | $3,706-54.0% | $3,332-48.8% |
| Admin fee / account holder | $657 | $4,512-85.4% | $5,608-88.3% | $4,645-85.9% |