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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 | $30,966 | $73,787-58.0% | $98,716-68.6% | $82,448-62.4% |
| Participation rate | 57.1% | 61.4%-4.3pp | 69.3%-12.2pp | 68.1%-10.9pp |
| Annual return | 14.21% | 18.57%-4.4pp | 31.81%-17.6pp | 41.64%-27.4pp |
| Employer contribution / active EE | $666 | $1,511-55.9% | $2,279-70.8% | $2,551-73.9% |
| Participant deferral / active EE | $1,479 | $3,081-52.0% | $4,048-63.5% | $4,139-64.3% |
| Admin fee / account holder | $1,423 | $6,500-78.1% | $8,703-83.7% | $7,234-80.3% |