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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 | $32,383 | $57,590-43.8% | $86,233-62.4% | $82,448-60.7% |
| Participation rate | 36.0% | 57.9%-21.9pp | 69.0%-33.0pp | 68.1%-32.1pp |
| Annual return | 17.69% | 22.41%-4.7pp | 61.39%-43.7pp | 41.64%-24.0pp |
| Employer contribution / active EE | $1,074 | $1,655-35.1% | $2,504-57.1% | $2,551-57.9% |
| Participant deferral / active EE | $2,350 | $3,080-23.7% | $4,559-48.5% | $4,139-43.2% |
| Admin fee / account holder | $1,761 | $4,730-62.8% | $8,342-78.9% | $7,234-75.7% |