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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 | $33,793 | $73,981-54.3% | $105,754-68.0% | $62,881-46.3% |
| Participation rate | 25.6% | 71.7%-46.1pp | 78.9%-53.3pp | 69.3%-43.7pp |
| Annual return | 10.23% | 17.60%-7.4pp | 12.25%-2.0pp | 20.14%-9.9pp |
| Employer contribution / active EE | $916 | $2,856-67.9% | $4,079-77.5% | $2,281-59.8% |
| Participant deferral / active EE | $1,735 | $4,038-57.0% | $5,326-67.4% | $3,203-45.8% |
| Admin fee / account holder | $633 | $5,976-89.4% | $8,309-92.4% | $4,296-85.3% |