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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 | $35,514 | $72,492-51.0% | $87,102-59.2% | $72,983-51.3% |
| Participation rate | 55.6% | 72.8%-17.3pp | 76.9%-21.3pp | 69.5%-13.9pp |
| Annual return | 20.84% | 24.46%-3.6pp | 28.19%-7.3pp | 81.01%-60.2pp |
| Employer contribution / active EE | $644 | $1,894-66.0% | $2,521-74.4% | $2,440-73.6% |
| Participant deferral / active EE | $2,181 | $3,270-33.3% | $4,048-46.1% | $3,608-39.5% |
| Admin fee / account holder | $1,212 | $5,055-76.0% | $7,491-83.8% | $5,124-76.3% |