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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 | $35,297 | $56,121-37.1% | $92,985-62.0% | $64,340-45.1% |
| Participation rate | 30.3% | 44.9%-14.7pp | 69.5%-39.2pp | 55.2%-25.0pp |
| Annual return | 19.80% | 19.19%+0.6pp | 27.99%-8.2pp | 24.14%-4.3pp |
| Employer contribution / active EE | $767 | $1,351-43.2% | $2,662-71.2% | $1,862-58.8% |
| Participant deferral / active EE | $1,438 | $2,362-39.1% | $4,377-67.1% | $2,980-51.7% |
| Admin fee / account holder | $6,974 | $6,869+1.5% | $9,463-26.3% | $3,703+88.4% |