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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 | $37,798 | $59,839-36.8% | $81,988-53.9% | $79,858-52.7% |
| Participation rate | 37.1% | 61.6%-24.5pp | 69.3%-32.1pp | 69.6%-32.5pp |
| Annual return | 12.97% | 17.56%-4.6pp | 41.31%-28.3pp | 31.72%-18.7pp |
| Employer contribution / active EE | $552 | $1,713-67.8% | $2,498-77.9% | $2,471-77.7% |
| Participant deferral / active EE | $1,051 | $2,695-61.0% | $3,722-71.8% | $3,740-71.9% |
| Admin fee / account holder | $1,922 | $4,287-55.2% | $5,665-66.1% | $5,306-63.8% |