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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 | $35,295 | $56,894-38.0% | $84,753-58.4% | $62,881-43.9% |
| Participation rate | 46.7% | 68.5%-21.9pp | 76.6%-29.9pp | 69.3%-22.6pp |
| Annual return | 7.65% | 6.30%+1.3pp | 22.78%-15.1pp | 20.14%-12.5pp |
| Employer contribution / active EE | $1,013 | $2,400-57.8% | $3,574-71.7% | $2,281-55.6% |
| Participant deferral / active EE | $1,379 | $2,709-49.1% | $3,712-62.8% | $3,203-56.9% |
| Admin fee / account holder | $377 | $3,581-89.5% | $5,333-92.9% | $4,296-91.2% |