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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 | $31,208 | $77,574-59.8% | $108,753-71.3% | $86,983-64.1% |
| Participation rate | 50.0% | 62.3%-12.3pp | 71.1%-21.1pp | 69.5%-19.5pp |
| Annual return | 15.10% | 18.42%-3.3pp | 37.47%-22.4pp | 25.83%-10.7pp |
| Employer contribution / active EE | $993 | $1,611-38.4% | $2,427-59.1% | $2,584-61.6% |
| Participant deferral / active EE | $3,012 | $3,128-3.7% | $4,115-26.8% | $4,194-28.2% |
| Admin fee / account holder | $1,406 | $6,529-78.5% | $10,320-86.4% | $7,856-82.1% |