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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 | $32,043 | $57,140-43.9% | $85,240-62.4% | $80,959-60.4% |
| Participation rate | 46.1% | 56.4%-10.3pp | 67.5%-21.5pp | 67.7%-21.6pp |
| Annual return | 14.37% | 21.71%-7.3pp | 66.75%-52.4pp | 35.67%-21.3pp |
| Employer contribution / active EE | $585 | $1,802-67.5% | $2,735-78.6% | $2,757-78.8% |
| Participant deferral / active EE | $1,509 | $3,115-51.6% | $4,527-66.7% | $4,300-64.9% |
| Admin fee / account holder | $2,720 | $4,992-45.5% | $6,165-55.9% | $6,925-60.7% |