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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 | $33,129 | $58,512-43.4% | $84,020-60.6% | $72,983-54.6% |
| Participation rate | 42.2% | 61.2%-19.0pp | 69.0%-26.8pp | 69.5%-27.3pp |
| Annual return | 19.19% | 28.93%-9.7pp | 71.31%-52.1pp | 81.01%-61.8pp |
| Employer contribution / active EE | $244 | $1,163-79.0% | $1,984-87.7% | $2,440-90.0% |
| Participant deferral / active EE | $1,595 | $2,394-33.4% | $3,239-50.8% | $3,608-55.8% |
| Admin fee / account holder | $7,183 | $4,569+57.2% | $6,101+17.7% | $5,124+40.2% |