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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 | $58,057-41.4% | $97,032-65.0% | $86,983-60.9% |
| Participation rate | 48.2% | 60.4%-12.1pp | 71.6%-23.3pp | 69.5%-21.3pp |
| Annual return | 18.39% | 22.26%-3.9pp | 35.38%-17.0pp | 25.83%-7.4pp |
| Employer contribution / active EE | $702 | $1,663-57.8% | $2,629-73.3% | $2,584-72.9% |
| Participant deferral / active EE | $1,150 | $3,244-64.6% | $4,672-75.4% | $4,194-72.6% |
| Admin fee / account holder | $1,586 | $4,839-67.2% | $9,418-83.2% | $7,856-79.8% |