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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 | $33,987 | $72,027-52.8% | $185,835-81.7% | $79,852-57.4% |
| Participation rate | 57.8% | 65.8%-8.0pp | 78.0%-20.3pp | 69.6%-11.9pp |
| Annual return | 18.02% | 23.13%-5.1pp | 35.96%-17.9pp | 31.72%-13.7pp |
| Employer contribution / active EE | $1,085 | $1,965-44.8% | $4,087-73.5% | $2,471-56.1% |
| Participant deferral / active EE | $2,396 | $3,780-36.6% | $5,633-57.5% | $3,740-35.9% |
| Admin fee / account holder | $729 | $4,513-83.8% | $9,502-92.3% | $5,306-86.3% |