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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 | $57,119-35.1% | $85,187-56.5% | $80,935-54.2% |
| Participation rate | 55.2% | 56.4%-1.2pp | 67.5%-12.3pp | 67.7%-12.5pp |
| Annual return | 14.50% | 21.70%-7.2pp | 66.67%-52.2pp | 35.66%-21.2pp |
| Employer contribution / active EE | $907 | $1,802-49.7% | $2,732-66.8% | $2,757-67.1% |
| Participant deferral / active EE | $1,574 | $3,115-49.5% | $4,525-65.2% | $4,299-63.4% |
| Admin fee / account holder | $347 | $4,990-93.0% | $6,162-94.4% | $6,924-95.0% |