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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 | $34,003 | $57,590-41.0% | $86,233-60.6% | $82,448-58.8% |
| Participation rate | 48.2% | 57.9%-9.6pp | 69.0%-20.8pp | 68.1%-19.8pp |
| Annual return | 18.39% | 22.41%-4.0pp | 61.39%-43.0pp | 41.64%-23.3pp |
| Employer contribution / active EE | $702 | $1,655-57.6% | $2,504-72.0% | $2,551-72.5% |
| Participant deferral / active EE | $1,150 | $3,080-62.7% | $4,559-74.8% | $4,139-72.2% |
| Admin fee / account holder | $1,586 | $4,730-66.5% | $8,342-81.0% | $7,234-78.1% |