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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 | $33,413 | $53,774-37.9% | $134,162-75.1% | $79,856-58.2% |
| Participation rate | 51.8% | 58.8%-7.0pp | 72.2%-20.4pp | 69.6%-17.9pp |
| Annual return | 14.50% | 19.01%-4.5pp | 36.35%-21.8pp | 31.71%-17.2pp |
| Employer contribution / active EE | $426 | $1,322-67.7% | $3,705-88.5% | $2,471-82.7% |
| Participant deferral / active EE | $1,582 | $2,420-34.6% | $3,500-54.8% | $3,741-57.7% |
| Admin fee / account holder | $2,450 | $3,985-38.5% | $6,685-63.3% | $5,306-53.8% |