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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 | $76,834-59.4% | $108,359-71.2% | $87,485-64.3% |
| Participation rate | 50.0% | 61.7%-11.7pp | 70.1%-20.1pp | 68.9%-18.9pp |
| Annual return | 15.10% | 19.09%-4.0pp | 36.89%-21.8pp | 26.06%-11.0pp |
| Employer contribution / active EE | $993 | $1,556-36.2% | $2,399-58.6% | $2,596-61.8% |
| Participant deferral / active EE | $3,012 | $3,100-2.8% | $4,137-27.2% | $4,274-29.5% |
| Admin fee / account holder | $1,406 | $6,537-78.5% | $9,741-85.6% | $7,775-81.9% |