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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 | $38,566 | $69,590-44.6% | $136,867-71.8% | $94,015-59.0% |
| Participation rate | 37.5% | 66.3%-28.8pp | 74.5%-37.0pp | 70.8%-33.3pp |
| Annual return | 16.18% | 19.62%-3.4pp | 42.97%-26.8pp | 17.84%-1.7pp |
| Employer contribution / active EE | $581 | $2,396-75.8% | $3,547-83.6% | $2,790-79.2% |
| Participant deferral / active EE | $1,569 | $3,437-54.3% | $4,924-68.1% | $4,249-63.1% |
| Admin fee / account holder | $1,153 | $8,912-87.1% | $10,340-88.9% | $8,951-87.1% |