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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 | $38,774 | $49,025-20.9% | $87,502-55.7% | $62,881-38.3% |
| Participation rate | 64.8% | 64.9%-0.1pp | 73.8%-9.0pp | 69.3%-4.5pp |
| Annual return | 7.14% | 10.02%-2.9pp | 12.21%-5.1pp | 20.14%-13.0pp |
| Employer contribution / active EE | $838 | $1,372-38.9% | $2,550-67.1% | $2,281-63.3% |
| Participant deferral / active EE | $1,935 | $2,289-15.5% | $3,149-38.5% | $3,203-39.6% |
| Admin fee / account holder | $788 | $4,065-80.6% | $4,221-81.3% | $4,296-81.6% |