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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 | $37,076 | $57,061-35.0% | $85,063-56.4% | $80,911-54.2% |
| Participation rate | 55.2% | 56.3%-1.2pp | 67.5%-12.3pp | 67.6%-12.5pp |
| Annual return | 14.50% | 21.66%-7.2pp | 66.54%-52.0pp | 35.63%-21.1pp |
| Employer contribution / active EE | $907 | $1,799-49.6% | $2,727-66.7% | $2,756-67.1% |
| Participant deferral / active EE | $1,574 | $3,110-49.4% | $4,523-65.2% | $4,297-63.4% |
| Admin fee / account holder | $347 | $4,986-93.0% | $6,155-94.4% | $6,935-95.0% |