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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 | $31,481 | $57,590-45.3% | $86,233-63.5% | $82,448-61.8% |
| Participation rate | 42.4% | 57.9%-15.4pp | 69.0%-26.6pp | 68.1%-25.6pp |
| Annual return | 18.68% | 22.41%-3.7pp | 61.39%-42.7pp | 41.64%-23.0pp |
| Employer contribution / active EE | $650 | $1,655-60.7% | $2,504-74.0% | $2,551-74.5% |
| Participant deferral / active EE | $988 | $3,080-67.9% | $4,559-78.3% | $4,139-76.1% |
| Admin fee / account holder | $832 | $4,730-82.4% | $8,342-90.0% | $7,234-88.5% |