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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 | $33,535 | $81,504-58.9% | $102,437-67.3% | $80,959-58.6% |
| Participation rate | 46.3% | 66.9%-20.5pp | 74.5%-28.2pp | 67.7%-21.3pp |
| Annual return | 16.12% | 25.60%-9.5pp | 24.95%-8.8pp | 35.67%-19.6pp |
| Employer contribution / active EE | $846 | $3,104-72.8% | $3,871-78.2% | $2,757-69.3% |
| Participant deferral / active EE | $2,927 | $3,871-24.4% | $5,060-42.2% | $4,300-31.9% |
| Admin fee / account holder | $736 | $6,719-89.0% | $8,388-91.2% | $6,925-89.4% |