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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 | $31,979 | $52,306-38.9% | $69,779-54.2% | $62,881-49.1% |
| Participation rate | 50.7% | 67.2%-16.6pp | 71.8%-21.2pp | 69.3%-18.6pp |
| Annual return | 7.96% | 13.35%-5.4pp | 12.99%-5.0pp | 20.14%-12.2pp |
| Employer contribution / active EE | $775 | $1,799-56.9% | $2,338-66.8% | $2,281-66.0% |
| Participant deferral / active EE | $1,132 | $2,395-52.7% | $2,931-61.4% | $3,203-64.6% |
| Admin fee / account holder | $3,424 | $3,691-7.2% | $4,381-21.8% | $4,296-20.3% |