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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 | $37,620 | $54,757-31.3% | $90,300-58.3% | $72,983-48.5% |
| Participation rate | 32.0% | 65.1%-33.1pp | 73.3%-41.3pp | 69.5%-37.5pp |
| Annual return | 29.02% | 30.63%-1.6pp | 78.11%-49.1pp | 81.01%-52.0pp |
| Employer contribution / active EE | $564 | $2,092-73.0% | $2,854-80.2% | $2,440-76.9% |
| Participant deferral / active EE | $2,385 | $2,887-17.4% | $3,884-38.6% | $3,608-33.9% |
| Admin fee / account holder | $1,325 | $3,972-66.6% | $5,353-75.3% | $5,124-74.1% |