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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 | $34,956 | $72,012-51.5% | $185,827-81.2% | $79,858-56.2% |
| Participation rate | 50.0% | 65.8%-15.8pp | 78.0%-28.0pp | 69.6%-19.6pp |
| Annual return | 16.43% | 23.12%-6.7pp | 35.96%-19.5pp | 31.72%-15.3pp |
| Employer contribution / active EE | $362 | $1,965-81.6% | $4,087-91.1% | $2,471-85.4% |
| Participant deferral / active EE | $2,072 | $3,779-45.2% | $5,633-63.2% | $3,740-44.6% |
| Admin fee / account holder | $749 | $4,513-83.4% | $9,502-92.1% | $5,306-85.9% |