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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 | $35,806 | $45,082-20.6% | $69,464-48.5% | $72,975-50.9% |
| Participation rate | 25.0% | 68.5%-43.5pp | 74.6%-49.6pp | 69.5%-44.5pp |
| Annual return | 19.35% | 22.66%-3.3pp | 28.98%-9.6pp | 81.01%-61.7pp |
| Employer contribution / active EE | $471 | $2,055-77.1% | $2,779-83.0% | $2,440-80.7% |
| Participant deferral / active EE | $1,750 | $2,604-32.8% | $3,536-50.5% | $3,608-51.5% |
| Admin fee / account holder | $3,881 | $3,057+26.9% | $3,840+1.0% | $5,124-24.3% |