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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 | $43,953 | $84,953-48.3% | $163,379-73.1% | $82,637-46.8% |
| Participation rate | 33.8% | 65.9%-32.2pp | 76.8%-43.0pp | 68.1%-34.3pp |
| Annual return | 17.30% | 23.07%-5.8pp | 63.41%-46.1pp | 53.51%-36.2pp |
| Employer contribution / active EE | $614 | $2,183-71.9% | $3,752-83.6% | $2,552-75.9% |
| Participant deferral / active EE | $1,913 | $4,326-55.8% | $6,282-69.5% | $4,126-53.6% |
| Admin fee / account holder | $752 | $7,921-90.5% | $9,818-92.3% | $7,339-89.8% |