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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 | $31,369 | $48,078-34.8% | $78,676-60.1% | $62,881-50.1% |
| Participation rate | 50.0% | 65.2%-15.2pp | 73.6%-23.6pp | 69.3%-19.3pp |
| Annual return | 8.65% | 31.36%-22.7pp | 62.19%-53.5pp | 20.14%-11.5pp |
| Employer contribution / active EE | $270 | $2,015-86.6% | $2,850-90.5% | $2,281-88.2% |
| Participant deferral / active EE | $864 | $2,587-66.6% | $3,517-75.4% | $3,203-73.0% |
| Admin fee / account holder | $2,537 | $3,206-20.9% | $4,510-43.7% | $4,296-40.9% |