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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 | $32,878 | $77,472-57.6% | $100,415-67.3% | $80,959-59.4% |
| Participation rate | 47.9% | 76.9%-29.0pp | 81.5%-33.6pp | 67.7%-19.8pp |
| Annual return | 17.11% | 37.26%-20.2pp | 49.47%-32.4pp | 35.67%-18.6pp |
| Employer contribution / active EE | $1,945 | $2,800-30.5% | $3,943-50.7% | $2,757-29.4% |
| Participant deferral / active EE | $2,893 | $6,818-57.6% | $8,091-64.2% | $4,300-32.7% |
| Admin fee / account holder | $835 | $5,885-85.8% | $7,906-89.4% | $6,925-87.9% |