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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 | $38,619 | $57,061-32.3% | $85,063-54.6% | $80,911-52.3% |
| Participation rate | 35.1% | 56.3%-21.2pp | 67.5%-32.4pp | 67.6%-32.5pp |
| Annual return | 14.86% | 21.66%-6.8pp | 66.54%-51.7pp | 35.63%-20.8pp |
| Employer contribution / active EE | $608 | $1,799-66.2% | $2,727-77.7% | $2,756-77.9% |
| Participant deferral / active EE | $1,917 | $3,110-38.4% | $4,523-57.6% | $4,297-55.4% |
| Admin fee / account holder | $1,818 | $4,986-63.5% | $6,155-70.5% | $6,935-73.8% |