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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 | $34,326 | $67,602-49.2% | $82,312-58.3% | $70,126-51.1% |
| Participation rate | 52.2% | 72.8%-20.6pp | 76.9%-24.7pp | 69.5%-17.4pp |
| Annual return | 16.57% | 21.57%-5.0pp | 25.88%-9.3pp | 73.15%-56.6pp |
| Employer contribution / active EE | $992 | $1,755-43.4% | $2,428-59.1% | $2,343-57.6% |
| Participant deferral / active EE | $2,305 | $2,987-22.9% | $3,706-37.8% | $3,332-30.8% |
| Admin fee / account holder | $980 | $4,512-78.3% | $5,608-82.5% | $4,645-78.9% |