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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 | $34,421 | $58,523-41.2% | $99,475-65.4% | $72,975-52.8% |
| Participation rate | 47.7% | 64.6%-16.9pp | 73.8%-26.1pp | 69.5%-21.8pp |
| Annual return | 23.91% | 28.51%-4.6pp | 30.72%-6.8pp | 81.01%-57.1pp |
| Employer contribution / active EE | $1,054 | $1,512-30.3% | $2,540-58.5% | $2,440-56.8% |
| Participant deferral / active EE | $2,726 | $2,606+4.6% | $3,619-24.7% | $3,608-24.4% |
| Admin fee / account holder | $446 | $4,102-89.1% | $6,252-92.9% | $5,124-91.3% |