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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 | $32,564 | $75,541-56.9% | $152,093-78.6% | $82,637-60.6% |
| Participation rate | 34.3% | 66.5%-32.3pp | 77.8%-43.5pp | 68.1%-33.8pp |
| Annual return | 16.46% | 32.56%-16.1pp | 66.36%-49.9pp | 53.51%-37.0pp |
| Employer contribution / active EE | $875 | $2,622-66.6% | $4,175-79.0% | $2,552-65.7% |
| Participant deferral / active EE | $2,162 | $3,206-32.5% | $5,451-60.3% | $4,126-47.6% |
| Admin fee / account holder | $1,015 | $6,405-84.1% | $14,497-93.0% | $7,339-86.2% |