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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 | $34,625 | $76,551-54.8% | $123,894-72.1% | $62,881-44.9% |
| Participation rate | 25.9% | 73.0%-47.1pp | 81.4%-55.5pp | 69.3%-43.4pp |
| Annual return | 5.93% | 18.68%-12.7pp | 47.52%-41.6pp | 20.14%-14.2pp |
| Employer contribution / active EE | $574 | $2,882-80.1% | $4,617-87.6% | $2,281-74.8% |
| Participant deferral / active EE | $2,128 | $4,840-56.0% | $5,984-64.4% | $3,203-33.6% |
| Admin fee / account holder | $2,990 | $4,826-38.0% | $8,357-64.2% | $4,296-30.4% |