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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 | $32,711 | $81,504-59.9% | $102,437-68.1% | $80,959-59.6% |
| Participation rate | 29.7% | 66.9%-37.2pp | 74.5%-44.8pp | 67.7%-38.0pp |
| Annual return | 10.54% | 25.60%-15.1pp | 24.95%-14.4pp | 35.67%-25.1pp |
| Employer contribution / active EE | $1,147 | $3,104-63.1% | $3,871-70.4% | $2,757-58.4% |
| Participant deferral / active EE | $2,477 | $3,871-36.0% | $5,060-51.0% | $4,300-42.4% |
| Admin fee / account holder | $670 | $6,719-90.0% | $8,388-92.0% | $6,925-90.3% |