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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 | $32,772 | $57,590-43.1% | $86,233-62.0% | $82,448-60.3% |
| Participation rate | 64.9% | 57.9%+7.0pp | 69.0%-4.2pp | 68.1%-3.2pp |
| Annual return | 15.19% | 22.41%-7.2pp | 61.39%-46.2pp | 41.64%-26.5pp |
| Employer contribution / active EE | $1,008 | $1,655-39.1% | $2,504-59.7% | $2,551-60.5% |
| Participant deferral / active EE | $1,750 | $3,080-43.2% | $4,559-61.6% | $4,139-57.7% |
| Admin fee / account holder | $1,676 | $4,730-64.6% | $8,342-79.9% | $7,234-76.8% |