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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 | $29,635 | $56,894-47.9% | $84,753-65.0% | $62,881-52.9% |
| Participation rate | 34.6% | 68.5%-33.9pp | 76.6%-42.0pp | 69.3%-34.7pp |
| Annual return | 6.71% | 6.30%+0.4pp | 22.78%-16.1pp | 20.14%-13.4pp |
| Employer contribution / active EE | $546 | $2,400-77.2% | $3,574-84.7% | $2,281-76.0% |
| Participant deferral / active EE | $1,194 | $2,709-55.9% | $3,712-67.8% | $3,203-62.7% |
| Admin fee / account holder | $532 | $3,581-85.1% | $5,333-90.0% | $4,296-87.6% |