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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 | $34,917 | $51,222-31.8% | $70,544-50.5% | $75,173-53.6% |
| Participation rate | 46.2% | 61.0%-14.8pp | 68.4%-22.2pp | 67.2%-21.0pp |
| Annual return | 23.00% | 30.06%-7.1pp | 32.79%-9.8pp | 160.72%-137.7pp |
| Employer contribution / active EE | $972 | $1,827-46.8% | $2,976-67.3% | $2,671-63.6% |
| Participant deferral / active EE | $2,035 | $2,850-28.6% | $4,568-55.5% | $4,126-50.7% |
| Admin fee / account holder | $597 | $4,096-85.4% | $6,427-90.7% | $5,651-89.4% |