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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 | $32,787 | $88,996-63.2% | $78,004-58.0% | $138,895-76.4% |
| Participation rate | 36.4% | 74.4%-38.0pp | 69.4%-33.1pp | 79.9%-43.6pp |
| Annual return | 10.99% | 28.03%-17.0pp | 31.07%-20.1pp | 145.39%-134.4pp |
| Employer contribution / active EE | $873 | $2,917-70.1% | $2,469-64.6% | $4,194-79.2% |
| Participant deferral / active EE | $3,145 | $4,724-33.4% | $4,092-23.1% | $6,396-50.8% |
| Admin fee / account holder | $10,551 | $8,807+19.8% | $7,578+39.2% | $12,562-16.0% |