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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 | $76,834-59.7% | $108,359-71.4% | $87,485-64.6% |
| Participation rate | 57.1% | 61.7%-4.6pp | 70.1%-13.0pp | 68.9%-11.8pp |
| Annual return | 14.21% | 19.09%-4.9pp | 36.89%-22.7pp | 26.06%-11.9pp |
| Employer contribution / active EE | $666 | $1,556-57.2% | $2,399-72.2% | $2,596-74.3% |
| Participant deferral / active EE | $1,479 | $3,100-52.3% | $4,137-64.2% | $4,274-65.4% |
| Admin fee / account holder | $1,423 | $6,537-78.2% | $9,741-85.4% | $7,775-81.7% |