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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 | $31,789 | $57,057-44.3% | $85,009-62.6% | $80,874-60.7% |
| Participation rate | 35.3% | 56.4%-21.1pp | 67.5%-32.2pp | 67.6%-32.4pp |
| Annual return | 15.28% | 21.66%-6.4pp | 66.47%-51.2pp | 35.62%-20.3pp |
| Employer contribution / active EE | $1,039 | $1,799-42.2% | $2,728-61.9% | $2,756-62.3% |
| Participant deferral / active EE | $1,508 | $3,112-51.5% | $4,522-66.6% | $4,297-64.9% |
| Admin fee / account holder | $950 | $4,986-80.9% | $6,153-84.6% | $6,935-86.3% |